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Verus Capital Partners’s Novartis NVS Stock Holding History

Verus Capital 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
2020
Q1 		$68K Hold
825
– – 0.02% 403
2019
Q4 		$78K Buy
+825
New +$74K 0.03% 453

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Franklin Resources
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verus Capital Partners's NVS Position: Q1 2020 in Review

Verus Capital Partners held its Novartis (NVS) position steady in Q1 2020 at 825 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #403.

Verus Capital Partners first reported a position in NVS in Q4 2019 and has held it in 2 quarters since. The position peaked at $78K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Verus Capital Partners held 825 shares of Novartis worth $68K as of Q1 2020.
  • Verus Capital Partners left its Novartis share count unchanged in Q1 2020.
  • Novartis made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #403 holding.
  • Verus Capital Partners first reported a position in Novartis in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Novartis position peaked at $78K in Q4 2019.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.