Adams Chetwood Wealth Management’s Novartis NVS Stock Holding History

Adams Chetwood Wealth 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
2021 Q3	–	Sell	-2,260	Closed	-$206K	–	76
2021 Q2	$206K	Sell	2,260 -100	-4%	-$8.9K	0.15%	76
2021 Q1	$202K	Sell	2,360 -99	-4%	-$8.88K	0.15%	74
2020 Q4	$232K	Hold	2,459	–	–	0.19%	73
2020 Q3	$214K	Hold	2,459	–	–	0.21%	69
2020 Q2	$215K	Hold	2,459	–	–	0.22%	68
2020 Q1	$209K	Hold	2,459	–	–	0.24%	67
2019 Q4	$233K	Buy	+2,459	New	+$221K	0.24%	62

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Adams Chetwood Wealth Management's NVS Position: Q3 2021 in Review

Adams Chetwood Wealth Management sold out of Novartis (NVS) in Q3 2021, closing a stake of 2,260 shares — an estimated $206K sold.

Adams Chetwood Wealth Management first reported a position in NVS in Q4 2019 and held it in 7 quarters. The position peaked at $233K in Q4 2019. 1,081 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Adams Chetwood Wealth Management reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 2,260 Novartis shares in Q3 2021, an estimated $206K.
Adams Chetwood Wealth Management first reported a position in Novartis in Q4 2019 and held it in 7 quarters.
Adams Chetwood Wealth Management's Novartis position peaked at $233K in Q4 2019.
1,081 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.