JOYN Advisors’s Novartis NVS Stock Holding History

JOYN 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 Q1	–	Sell	-121	Closed	-$9K	–	970
2018 Q4	$9K	Buy	121 +112	+1,244%	+$8.72K	﹤0.01%	1027
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	1638
2018 Q2	$1K	Buy	+9	New	+$621	﹤0.01%	1621

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JOYN Advisors's NVS Position: Q1 2019 in Review

JOYN Advisors sold out of Novartis (NVS) in Q1 2019, closing a stake of 121 shares — an estimated $9K sold.

JOYN Advisors first reported a position in NVS in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q4 2018. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

JOYN Advisors reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 121 Novartis shares in Q1 2019, an estimated $9K.
JOYN Advisors first reported a position in Novartis in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Novartis position peaked at $9K in Q4 2018.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.