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Lionsbridge Wealth Management’s Novartis NVS Stock Holding History

Lionsbridge 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
-27
Closed -$2K – 231
2019
Q4 		$2K Buy
+27
New +$2.42K ﹤0.01% 188

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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lionsbridge Wealth Management's NVS Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 27 shares — an estimated $2K sold.

Lionsbridge Wealth Management first reported a position in NVS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 27 Novartis shares in Q1 2020, an estimated $2K.
  • Lionsbridge Wealth Management first reported a position in Novartis in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Novartis position peaked at $2K in Q4 2019.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.