YorkBridge Wealth Partners’s Novartis NVS Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-879	Closed	-$80K	–	500
2019 Q2	$80K	Sell	879 -264	-23%	-$22.3K	0.04%	320
2019 Q1	$98K	Buy	1,143 +30	+3%	+$2.41K	0.05%	277
2018 Q4	$86K	Buy	+1,113	New	+$86.6K	0.05%	269
2017 Q2	–	Sell	-35	Closed	-$2K	–	897
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	778
2016 Q4	$2K	Buy	+35	New	+$2.27K	﹤0.01%	768

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

YorkBridge Wealth Partners's NVS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Novartis (NVS) in Q3 2019, closing a stake of 879 shares — an estimated $80K sold.

YorkBridge Wealth Partners first reported a position in NVS in Q4 2016 and held it in 5 quarters. The position peaked at $98K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 879 Novartis shares in Q3 2019, an estimated $80K.
YorkBridge Wealth Partners first reported a position in Novartis in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's Novartis position peaked at $98K in Q1 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.