Wealthcare Capital Management’s Novartis NVS Stock Holding History

Wealthcare 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
2020 Q1	–	Sell	-157	Closed	-$15K	–	518
2019 Q4	$15K	Buy	+157	New	+$14.1K	﹤0.01%	162
2015 Q3	–	Sell	-31	Closed	-$3K	–	341
2015 Q2	$3K	Sell	31 -528	-94%	-$48.4K	﹤0.01%	301
2015 Q1	$49K	Buy	+559	New	+$49.6K	0.01%	257

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthcare Capital Management's NVS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 157 shares — an estimated $15K sold.

Wealthcare Capital Management first reported a position in NVS in Q1 2015 and held it in 3 quarters. The position peaked at $49K in Q1 2015. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Wealthcare Capital Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 157 Novartis shares in Q1 2020, an estimated $15K.
Wealthcare Capital Management first reported a position in Novartis in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Novartis position peaked at $49K in Q1 2015.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.