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Genesis Wealth Advisors’s Novartis NVS Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$26.1K Hold
295
– – 0.02% 262
2015
Q1 		$26.5K Hold
295
– – 0.02% 265
2014
Q4 		$27.2K Buy
+295
New +$24.5K 0.02% 287

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Genesis Wealth Advisors's NVS Position: Q2 2015 in Review

Genesis Wealth Advisors held its Novartis (NVS) position steady in Q2 2015 at 295 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #262.

Genesis Wealth Advisors first reported a position in NVS in Q4 2014 and has held it in 3 quarters since. The position peaked at $27.2K in Q4 2014. 945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

  • Genesis Wealth Advisors held 295 shares of Novartis worth $26.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Novartis share count unchanged in Q2 2015.
  • Novartis made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #262 holding.
  • Genesis Wealth Advisors first reported a position in Novartis in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Novartis position peaked at $27.2K in Q4 2014.
  • 945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.