Sound View Wealth Advisors’s Novartis NVS Stock Holding History

Sound View 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 Q1	$631K	Sell	7,320 -616	-8%	-$49.5K	0.2%	116
2018 Q4	$610K	Buy	+7,936	New	+$618K	0.22%	112

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sound View Wealth Advisors's NVS Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Novartis (NVS) stake by 7.8% in Q1 2019, selling an estimated $49.5K and leaving 7,320 shares worth $631K. The position accounts for 0.2% of the portfolio, ranked #116.

Sound View Wealth Advisors first reported a position in NVS in Q4 2018 and has held it in 2 quarters since. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

Sound View Wealth Advisors held 7,320 shares of Novartis worth $631K as of Q1 2019.
Sound View Wealth Advisors sold 616 Novartis shares in Q1 2019, an estimated $49.5K.
Novartis made up 0.2% of Sound View Wealth Advisors's portfolio in Q1 2019, its #116 holding.
Sound View Wealth Advisors first reported a position in Novartis in Q4 2018 and has held it in 2 quarters since.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.