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Filbrandt Wealth Management’s Novartis NVS Stock Holding History

Filbrandt 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
2020
Q1 		– Sell
-850
Closed -$79K – 295
2019
Q4 		$79K Buy
+850
New +$76.3K 0.07% 56

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Bank of America
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Mawer Investment Management
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UBS Group
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Filbrandt Wealth Management's NVS Position: Q1 2020 in Review

Filbrandt Wealth Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 850 shares — an estimated $79K sold.

Filbrandt Wealth Management first reported a position in NVS in Q4 2019 and held it in 1 quarter. The position peaked at $79K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Filbrandt Wealth Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 850 Novartis shares in Q1 2020, an estimated $79K.
  • Filbrandt Wealth Management first reported a position in Novartis in Q4 2019 and held it in 1 quarter.
  • Filbrandt Wealth Management's Novartis position peaked at $79K in Q4 2019.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Filbrandt Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.