WealthBridge Capital Management’s Novartis NVS Stock Holding History

WealthBridge Capital 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
2019 Q2	–	Sell	-215	Closed	-$16K	–	618
2019 Q1	$16K	Buy	215 +3	+1%	+$241	0.01%	477
2018 Q4	$16K	Buy	+212	New	+$16.5K	0.01%	451

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

WealthBridge Capital Management's NVS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Novartis (NVS) in Q2 2019, closing a stake of 215 shares — an estimated $16K sold.

WealthBridge Capital Management first reported a position in NVS in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

WealthBridge Capital Management reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 215 Novartis shares in Q2 2019, an estimated $16K.
WealthBridge Capital Management first reported a position in Novartis in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Novartis position peaked at $16K in Q1 2019.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.