Atlas Private Wealth Advisors’s Novartis NVS Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-80	Closed	-$7K	–	520
2021 Q3	$7K	Hold	80	–	–	﹤0.01%	521
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	523
2021 Q1	$7K	Buy	80 +1	+1%	+$90	﹤0.01%	548
2020 Q4	$7K	Hold	79	–	–	﹤0.01%	472
2020 Q3	$7K	Hold	79	–	–	0.01%	437
2020 Q2	$7K	Buy	+79	New	+$6.82K	0.01%	463

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Advisors's NVS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Novartis (NVS) in Q4 2021, closing a stake of 80 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in NVS in Q2 2020 and held it in 6 quarters. The position peaked at $7K in Q3 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 80 Novartis shares in Q4 2021, an estimated $7K.
Atlas Private Wealth Advisors first reported a position in Novartis in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Novartis position peaked at $7K in Q3 2021.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.