XS
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XR Securities’s Novartis NVS Stock Holding History

XR Securities’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
-14,700
Closed -$38K – 469
2020
Q3 		$38K Buy
+14,700
New +$1.27M ﹤0.01% 192
2019
Q3 		– Sell
-10,800
Closed -$20K – 295
2019
Q2 		$20K Sell
10,800
-2,592
-19% -$219K ﹤0.01% 215
2019
Q1 		$38K Buy
+13,392
New +$1.08M 0.01% 206

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

XR Securities's NVS Position: Q3 2019 in Review

XR Securities sold out of Novartis (NVS) in Q3 2019, closing a stake of 5,941 shares — an estimated $542K sold.

XR Securities first reported a position in NVS in Q2 2019 and held it in 1 quarter. The position peaked at $542K in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • XR Securities reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • XR Securities sold 5,941 Novartis shares in Q3 2019, an estimated $542K.
  • XR Securities first reported a position in Novartis in Q2 2019 and held it in 1 quarter.
  • XR Securities's Novartis position peaked at $542K in Q2 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on XR Securities's 13F filing for Q3 2019, filed 3 Oct 2019.