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WMS Partners’s Novartis NVS Stock Holding History

WMS Partners’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
Q4 		– Sell
-2,685
Closed -$233K – 246
2020
Q3 		$233K Hold
2,685
– – 0.05% 200
2020
Q2 		$235K Hold
2,685
– – 0.05% 189
2020
Q1 		$221K Sell
2,685
-280
-9% -$25K 0.06% 170
2019
Q4 		$281K Hold
2,965
– – 0.06% 184
2019
Q3 		$258K Hold
2,965
– – 0.06% 190
2019
Q2 		$271K Buy
+2,965
New +$251K 0.07% 171
2015
Q3 		– Sell
-6,006
Closed -$529K – 242
2015
Q2 		$529K Buy
6,006
+76
+1% +$6.97K 0.06% 165
2015
Q1 		$524K Buy
+5,930
New +$526K 0.06% 158

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WMS Partners's NVS Position: Q4 2020 in Review

WMS Partners sold out of Novartis (NVS) in Q4 2020, closing a stake of 2,685 shares — an estimated $233K sold.

WMS Partners first reported a position in NVS in Q1 2015 and held it in 8 quarters. The position peaked at $529K in Q2 2015. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • WMS Partners reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • WMS Partners sold 2,685 Novartis shares in Q4 2020, an estimated $233K.
  • WMS Partners first reported a position in Novartis in Q1 2015 and held it in 8 quarters.
  • WMS Partners's Novartis position peaked at $529K in Q2 2015.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on WMS Partners's 13F filing for Q4 2020, filed 12 Feb 2021.