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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
2017
Q4 		– Sell
-223
Closed -$1K – 673
2017
Q3 		$1K Buy
+223
New +$16.8K ﹤0.01% 626

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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.