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Whitener Capital Management’s Novartis NVS Stock Holding History

Whitener 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
Q4 		– Sell
-66
Closed -$5K – 328
2019
Q3 		$5K Buy
+66
New +$5.93K ﹤0.01% 402

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Bank of America
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Fisher Asset Management
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UBS Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Whitener Capital Management's NVS Position: Q4 2019 in Review

Whitener Capital Management sold out of Novartis (NVS) in Q4 2019, closing a stake of 66 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in NVS in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • Whitener Capital Management reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 66 Novartis shares in Q4 2019, an estimated $5K.
  • Whitener Capital Management first reported a position in Novartis in Q3 2019 and held it in 1 quarter.
  • Whitener Capital Management's Novartis position peaked at $5K in Q3 2019.
  • 1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.