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Wealthspire Advisors (Maryland)’s Novartis NVS Stock Holding History

Wealthspire Advisors (Maryland)’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 		$470K Sell
5,407
-6,067
-53% -$526K 0.02% 287
2020
Q2 		$1M Sell
11,474
-1,978
-15% -$171K 0.07% 159
2020
Q1 		$1.11M Sell
13,452
-474
-3% -$42.3K 0.1% 123
2019
Q4 		$1.32M Buy
13,926
+502
+4% +$45K 0.09% 136
2019
Q3 		$1.17M Sell
13,424
-48
-0.4% -$4.31K 0.09% 124
2019
Q2 		$1.23M Sell
13,472
-6,318
-32% -$535K 0.09% 118
2019
Q1 		$1.71M Buy
19,790
+3,835
+24% +$308K 0.13% 98
2018
Q4 		$1.23M Sell
15,955
-584
-4% -$45.5K 0.11% 105
2018
Q3 		$1.28M Buy
16,539
+600
+4% +$44.4K 0.11% 110
2018
Q2 		$1.08M Buy
15,939
+1,428
+10% +$98.5K 0.1% 122
2018
Q1 		$1.05M Buy
14,511
+348
+2% +$26.5K 0.1% 127
2017
Q4 		$1.07M Sell
14,163
-1,354
-9% -$102K 0.1% 127
2017
Q3 		$1.19M Buy
15,517
+1,817
+13% +$137K 0.13% 112
2017
Q2 		$1.02M Buy
13,700
+916
+7% +$64.9K 0.12% 119
2017
Q1 		$851K Buy
12,784
+9,725
+318% +$648K 0.12% 111
2016
Q4 		$200K Buy
3,059
+39
+1% +$2.53K 0.03% 366
2016
Q3 		$214K Sell
3,020
-28
-0.9% -$2.04K 0.03% 363
2016
Q2 		$225K Buy
3,048
+118
+4% +$8.15K 0.04% 335
2016
Q1 		$190K Sell
2,930
-4,378
-60% -$298K 0.03% 377
2015
Q4 		$563K Buy
+7,308
New +$581K 0.1% 138

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NVS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Novartis (NVS) stake by 53% in Q3 2020, selling an estimated $526K and leaving 5,407 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #287.

Wealthspire Advisors (Maryland) first reported a position in NVS in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,407 shares of Novartis worth $470K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 6,067 Novartis shares in Q3 2020, an estimated $526K.
  • Novartis made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #287 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Novartis in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Novartis position peaked at $1.71M in Q1 2019.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.