Omnia Family Wealth’s Novartis NVS Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-28	Closed	-$2K	–	387
2019 Q1	$2K	Buy	+28	New	+$2.25K	﹤0.01%	476

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Omnia Family Wealth's NVS Position: Q2 2019 in Review

Omnia Family Wealth sold out of Novartis (NVS) in Q2 2019, closing a stake of 28 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in NVS in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Omnia Family Wealth reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 28 Novartis shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Novartis in Q1 2019 and held it in 1 quarter.
Omnia Family Wealth's Novartis position peaked at $2K in Q1 2019.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.