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OptiFour Integrated Wealth Management’s Novartis NVS Stock Holding History

OptiFour Integrated 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
2019
Q4 		$339K Hold
3,578
– – 0.23% 48
2019
Q3 		$311K Sell
3,578
-180
-5% -$16.2K 0.22% 52
2019
Q2 		$343K Buy
+3,758
New +$318K 0.24% 52

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
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
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

OptiFour Integrated Wealth Management's NVS Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Novartis (NVS) position steady in Q4 2019 at 3,578 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #48.

OptiFour Integrated Wealth Management first reported a position in NVS in Q2 2019 and has held it in 3 quarters since. The position peaked at $343K in Q2 2019. 1,173 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • OptiFour Integrated Wealth Management held 3,578 shares of Novartis worth $339K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Novartis share count unchanged in Q4 2019.
  • Novartis made up 0.23% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #48 holding.
  • OptiFour Integrated Wealth Management first reported a position in Novartis in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Novartis position peaked at $343K in Q2 2019.
  • 1,173 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.