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Private Portfolio Partners’s Novartis NVS Stock Holding History

Private Portfolio Partners’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
Q3 		– Sell
-2,474
Closed -$226K – 218
2019
Q2 		$226K Buy
2,474
+148
+6% +$12.5K 0.1% 203
2019
Q1 		$200K Buy
+2,326
New +$187K 0.11% 188

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Private Portfolio Partners's NVS Position: Q3 2019 in Review

Private Portfolio Partners sold out of Novartis (NVS) in Q3 2019, closing a stake of 2,474 shares — an estimated $226K sold.

Private Portfolio Partners first reported a position in NVS in Q1 2019 and held it in 2 quarters. The position peaked at $226K in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Private Portfolio Partners reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 2,474 Novartis shares in Q3 2019, an estimated $226K.
  • Private Portfolio Partners first reported a position in Novartis in Q1 2019 and held it in 2 quarters.
  • Private Portfolio Partners's Novartis position peaked at $226K in Q2 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.