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Access Financial Services’s Novartis NVS Stock Holding History

Access Financial Services’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
2021
Q1 		– Sell
-8,815
Closed -$832K – 109
2020
Q4 		$832K Sell
8,815
-4,731
-35% -$413K 0.41% 58
2020
Q3 		$1.18M Buy
+13,546
New +$1.17M 0.64% 43

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Access Financial Services's NVS Position: Q1 2021 in Review

Access Financial Services sold out of Novartis (NVS) in Q1 2021, closing a stake of 8,815 shares — an estimated $832K sold.

Access Financial Services first reported a position in NVS in Q3 2020 and held it in 2 quarters. The position peaked at $1.18M in Q3 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Access Financial Services reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Access Financial Services sold 8,815 Novartis shares in Q1 2021, an estimated $832K.
  • Access Financial Services first reported a position in Novartis in Q3 2020 and held it in 2 quarters.
  • Access Financial Services's Novartis position peaked at $1.18M in Q3 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Access Financial Services's 13F filing for Q1 2021, filed 23 Apr 2021.