SWM
NVS icon

Segment Wealth Management’s Novartis NVS Stock Holding History

Segment 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
2018
Q4 		– Sell
-3,725
Closed -$288K – 207
2018
Q3 		$288K Buy
+3,725
New +$275K 0.06% 171

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Segment Wealth Management's NVS Position: Q4 2018 in Review

Segment Wealth Management sold out of Novartis (NVS) in Q4 2018, closing a stake of 3,725 shares — an estimated $288K sold.

Segment Wealth Management first reported a position in NVS in Q3 2018 and held it in 1 quarter. The position peaked at $288K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

  • Segment Wealth Management reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
  • Segment Wealth Management sold 3,725 Novartis shares in Q4 2018, an estimated $288K.
  • Segment Wealth Management first reported a position in Novartis in Q3 2018 and held it in 1 quarter.
  • Segment Wealth Management's Novartis position peaked at $288K in Q3 2018.
  • 1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Segment Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.