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Point View Wealth Management’s Novartis NVS Stock Holding History

Point View 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
Q4 		$775K Buy
8,208
+265
+3% +$23.2K 0.31% 106
2020
Q3 		$691K Sell
7,943
-141
-2% -$12.2K 0.33% 97
2020
Q2 		$706K Sell
8,084
-91
-1% -$7.86K 0.34% 97
2020
Q1 		$674K Sell
8,175
-222
-3% -$19.8K 0.37% 94
2019
Q4 		$795K Sell
8,397
-67
-0.8% -$6.01K 0.33% 106
2019
Q3 		$735K Sell
8,464
-95
-1% -$8.53K 0.33% 103
2019
Q2 		$782K Sell
8,559
-1,021
-11% -$86.4K 0.33% 99
2019
Q1 		$825K Sell
9,580
-551
-5% -$44.2K 0.37% 96
2018
Q4 		$779K Buy
10,131
+33
+0.3% +$2.57K 0.39% 89
2018
Q3 		$780K Buy
10,098
+229
+2% +$16.9K 0.35% 101
2018
Q2 		$668K Sell
9,869
-150
-1% -$10.4K 0.31% 115
2018
Q1 		$726K Buy
10,019
+209
+2% +$15.9K 0.35% 106
2017
Q4 		$738K Buy
9,810
+232
+2% +$17.5K 0.35% 98
2017
Q3 		$737K Sell
9,578
-553
-5% -$41.8K 0.35% 103
2017
Q2 		$758K Buy
10,131
+2,063
+26% +$146K 0.37% 97
2017
Q1 		$537K Buy
8,068
+311
+4% +$20.7K 0.28% 130
2016
Q4 		$506K Sell
7,757
-768
-9% -$49.8K 0.29% 122
2016
Q3 		$603K Sell
8,525
-228
-3% -$16.6K 0.36% 108
2016
Q2 		$647K Sell
8,753
-129
-1% -$8.91K 0.39% 92
2016
Q1 		$577K Buy
8,882
+173
+2% +$11.8K 0.37% 102
2015
Q4 		$671K Hold
8,709
– – 0.48% 78
2015
Q3 		$717K Buy
8,709
+27
+0.3% +$2.4K 0.57% 65
2015
Q2 		$765K Sell
8,682
-19
-0.2% -$1.74K 0.59% 57
2015
Q1 		$769K Buy
8,701
+236
+3% +$20.9K 0.59% 59
2014
Q4 		$703K Sell
8,465
-467
-5% -$38.7K 0.52% 61
2014
Q3 		$753K Sell
8,932
-373
-4% -$30.2K 0.64% 49
2014
Q2 		$755K Sell
9,305
-15
-0.2% -$1.18K 0.65% 50
2014
Q1 		$710K Sell
9,320
-507
-5% -$36.9K 0.65% 51
2013
Q4 		$708K Buy
+9,827
New +$683K 0.67% 50

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Point View Wealth Management's NVS Position: Q4 2020 in Review

Point View Wealth Management increased its Novartis (NVS) stake by 3.3% in Q4 2020, buying an estimated $23.2K and bringing the position to 8,208 shares worth $775K. The position accounts for 0.31% of the portfolio, ranked #106.

Point View Wealth Management first reported a position in NVS in Q4 2013 and has held it in 29 quarters since. The position peaked at $825K in Q1 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Point View Wealth Management held 8,208 shares of Novartis worth $775K as of Q4 2020.
  • Point View Wealth Management bought 265 Novartis shares in Q4 2020, an estimated $23.2K.
  • Novartis made up 0.31% of Point View Wealth Management's portfolio in Q4 2020, its #106 holding.
  • Point View Wealth Management first reported a position in Novartis in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Novartis position peaked at $825K in Q1 2019.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.