Taylor Hoffman Wealth Management’s Novartis NVS Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-1,000	Closed	-$87K	–	280
2020 Q2	$87K	Buy	+1,000	New	+$86.3K	0.05%	156
2020 Q1	–	Sell	-1,000	Closed	-$95K	–	293
2019 Q4	$95K	Sell	1,000 -34	-3%	-$3.05K	0.06%	166
2019 Q3	$90K	Buy	1,034 +34	+3%	+$3.05K	0.06%	160
2019 Q2	$91K	Sell	1,000 -116	-10%	-$9.82K	0.07%	154
2019 Q1	$96K	Hold	1,116	–	–	0.07%	148
2018 Q4	$86K	Hold	1,116	–	–	0.08%	136
2018 Q3	$86K	Hold	1,116	–	–	0.07%	145
2018 Q2	$76K	Hold	1,116	–	–	0.07%	146
2018 Q1	$81K	Hold	1,116	–	–	0.07%	142
2017 Q4	$84K	Buy	+1,116	New	+$84.2K	0.08%	139

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

Taylor Hoffman Wealth Management's NVS Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Novartis (NVS) in Q3 2020, closing a stake of 1,000 shares — an estimated $87K sold.

Taylor Hoffman Wealth Management first reported a position in NVS in Q4 2017 and held it in 10 quarters. The position peaked at $96K in Q1 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,000 Novartis shares in Q3 2020, an estimated $87K.
Taylor Hoffman Wealth Management first reported a position in Novartis in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Novartis position peaked at $96K in Q1 2019.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.