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IPG Investment Advisors’s Novartis NVS Stock Holding History

IPG Investment 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
2020
Q2 		– Sell
-8,250
Closed -$680K – 150
2020
Q1 		$680K Buy
+8,250
New +$736K 0.29% 56
2017
Q3 		– Sell
-3,348
Closed -$250K – 155
2017
Q2 		$250K Hold
3,348
– – 0.1% 105
2017
Q1 		$223K Hold
3,348
– – 0.1% 110
2016
Q4 		$219K Buy
+3,348
New +$217K 0.09% 111

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IPG Investment Advisors's NVS Position: Q2 2020 in Review

IPG Investment Advisors sold out of Novartis (NVS) in Q2 2020, closing a stake of 8,250 shares — an estimated $680K sold.

IPG Investment Advisors first reported a position in NVS in Q4 2016 and held it in 4 quarters. The position peaked at $680K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • IPG Investment Advisors reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • IPG Investment Advisors sold 8,250 Novartis shares in Q2 2020, an estimated $680K.
  • IPG Investment Advisors first reported a position in Novartis in Q4 2016 and held it in 4 quarters.
  • IPG Investment Advisors's Novartis position peaked at $680K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on IPG Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.