WealthTrust-Arizona’s Novartis NVS Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$19K	Buy	252 +234	+1,300%	+$18.2K	0.01%	280
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	655
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	638
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	618
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	618
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	627
2017 Q2	$1K	Buy	18 +1	+6%	+$71	﹤0.01%	607
2017 Q1	$1K	Hold	17	–	–	﹤0.01%	584
2016 Q4	$1K	Sell	17 -558	-97%	-$36.2K	﹤0.01%	584
2016 Q3	$41K	Hold	575	–	–	0.02%	164
2016 Q2	$42K	Buy	575 +17	+3%	+$1.17K	0.03%	162
2016 Q1	$36K	Hold	558	–	–	0.02%	176
2015 Q4	$43K	Hold	558	–	–	0.03%	167
2015 Q3	$46K	Buy	558 +362	+185%	+$32.2K	0.03%	154
2015 Q2	$17K	Hold	196	–	–	0.01%	317
2015 Q1	$17K	Hold	196	–	–	0.01%	318
2014 Q4	$16K	Sell	196 -447	-70%	-$37.1K	0.01%	329
2014 Q3	$54K	Buy	643 +447	+228%	+$36.2K	0.06%	153
2014 Q2	$16K	Sell	196 -19	-9%	-$1.49K	0.02%	326
2014 Q1	$16K	Hold	215	–	–	0.02%	339
2013 Q4	$16K	Sell	215 -1,479	-87%	-$103K	0.02%	312
2013 Q3	$116K	Hold	1,694	–	–	0.15%	77
2013 Q2	$107K	Buy	+1,694	New	+$110K	0.14%	79

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WealthTrust-Arizona's NVS Position: Q4 2018 in Review

WealthTrust-Arizona increased its Novartis (NVS) stake by 1,300% in Q4 2018, buying an estimated $18.2K and bringing the position to 252 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #280.

WealthTrust-Arizona first reported a position in NVS in Q2 2013 and has held it in 23 quarters since. The position peaked at $116K in Q3 2013. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

WealthTrust-Arizona held 252 shares of Novartis worth $19K as of Q4 2018.
WealthTrust-Arizona bought 234 Novartis shares in Q4 2018, an estimated $18.2K.
Novartis made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #280 holding.
WealthTrust-Arizona first reported a position in Novartis in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Novartis position peaked at $116K in Q3 2013.
1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.