Advisory Alpha’s Novartis NVS Stock Holding History

Advisory Alpha’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	-212	Closed	-$18K	–	469
2020 Q3	$18K	Buy	+212	New	+$18.4K	﹤0.01%	345
2020 Q2	–	Sell	-291	Closed	-$25.6K	–	431
2020 Q1	$25.6K	Buy	+291	New	+$26K	0.01%	285
2019 Q2	–	Sell	-247	Closed	-$17.9K	–	467
2019 Q1	$17.9K	Buy	+247	New	+$19.8K	0.01%	346

Other funds holding NVS

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

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

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

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

Advisory Alpha's NVS Position: Q4 2020 in Review

Advisory Alpha sold out of Novartis (NVS) in Q4 2020, closing a stake of 212 shares — an estimated $18K sold.

Advisory Alpha first reported a position in NVS in Q1 2019 and held it in 3 quarters. The position peaked at $25.6K in Q1 2020. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Advisory Alpha reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 212 Novartis shares in Q4 2020, an estimated $18K.
Advisory Alpha first reported a position in Novartis in Q1 2019 and held it in 3 quarters.
Advisory Alpha's Novartis position peaked at $25.6K in Q1 2020.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.