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Executive Wealth Management’s Novartis NVS Stock Holding History

Executive Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$27K – 563
2019
Q2 		$27K Sell
300
-35
-10% -$2.96K ﹤0.01% 422
2019
Q1 		$29K Sell
335
-128
-28% -$10.3K 0.01% 362
2018
Q4 		$36K Buy
+463
New +$36K 0.01% 332

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Executive Wealth Management's NVS Position: Q3 2019 in Review

Executive Wealth Management sold out of Novartis (NVS) in Q3 2019, closing a stake of 300 shares — an estimated $27K sold.

Executive Wealth Management first reported a position in NVS in Q4 2018 and held it in 3 quarters. The position peaked at $36K in Q4 2018. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Executive Wealth Management reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 300 Novartis shares in Q3 2019, an estimated $27K.
  • Executive Wealth Management first reported a position in Novartis in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Novartis position peaked at $36K in Q4 2018.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.