MBE Wealth Management’s Novartis NVS Stock Holding History

MBE 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 Q2	–	Sell	-103	Closed	-$8K	–	369
2020 Q1	$8K	Buy	+103	New	+$9.19K	0.01%	317

Other funds holding NVS

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MBE Wealth Management's NVS Position: Q2 2020 in Review

MBE Wealth Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 103 shares — an estimated $8K sold.

MBE Wealth Management first reported a position in NVS in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

MBE Wealth Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 103 Novartis shares in Q2 2020, an estimated $8K.
MBE Wealth Management first reported a position in Novartis in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Novartis position peaked at $8K in Q1 2020.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.