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Guidant Wealth Advisors’s Novartis NVS Stock Holding History

Guidant 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
2019
Q3 		$106K Hold
1,225
– – 0.04% 137
2019
Q2 		$112K Sell
1,225
-31
-2% -$2.62K 0.04% 136
2019
Q1 		$108K Buy
+1,256
New +$101K 0.04% 140

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

Guidant Wealth Advisors's NVS Position: Q3 2019 in Review

Guidant Wealth Advisors held its Novartis (NVS) position steady in Q3 2019 at 1,225 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #137.

Guidant Wealth Advisors first reported a position in NVS in Q1 2019 and has held it in 3 quarters since. The position peaked at $112K in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Guidant Wealth Advisors held 1,225 shares of Novartis worth $106K as of Q3 2019.
  • Guidant Wealth Advisors left its Novartis share count unchanged in Q3 2019.
  • Novartis made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #137 holding.
  • Guidant Wealth Advisors first reported a position in Novartis in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Novartis position peaked at $112K in Q2 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.