Polaris Wealth Advisory Group’s Novartis NVS Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-37,090	Closed	-$3.26M	–	177
2020 Q2	$3.26M	Buy	+37,090	New	+$3.2M	0.26%	72
2020 Q1	–	Sell	-38,464	Closed	-$3.66M	–	162
2019 Q4	$3.66M	Buy	+38,464	New	+$3.45M	0.24%	77
2016 Q2	–	Sell	-3,227	Closed	-$209K	–	124
2016 Q1	$209K	Sell	3,227 -5,034	-61%	-$342K	0.03%	102
2015 Q4	$637K	Buy	+8,261	New	+$656K	0.1%	71

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's NVS Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Novartis (NVS) in Q3 2020, closing a stake of 37,090 shares — an estimated $3.26M sold.

Polaris Wealth Advisory Group first reported a position in NVS in Q4 2015 and held it in 4 quarters. The position peaked at $3.66M in Q4 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Polaris Wealth Advisory Group reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 37,090 Novartis shares in Q3 2020, an estimated $3.26M.
Polaris Wealth Advisory Group first reported a position in Novartis in Q4 2015 and held it in 4 quarters.
Polaris Wealth Advisory Group's Novartis position peaked at $3.66M in Q4 2019.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.