Platte River Wealth Advisors’s Novartis NVS Stock Holding History

Platte River Wealth 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 Q4	$249K	Buy	+2,634	New	+$236K	0.13%	116

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Platte River Wealth Advisors's NVS Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in Novartis (NVS) in Q4 2019: 2,634 shares worth $249K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings.

1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Platte River Wealth Advisors held 2,634 shares of Novartis worth $249K as of Q4 2019.
Novartis was a new Platte River Wealth Advisors position in Q4 2019.
Novartis made up 0.13% of Platte River Wealth Advisors's portfolio in Q4 2019, its #116 holding.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.