Atlas Private Wealth Management’s Novartis NVS Stock Holding History

Atlas Private 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 Q2	–	Sell	-195	Closed	-$17K	–	290
2021 Q1	$17K	Hold	195	–	–	0.01%	270
2020 Q4	$18K	Hold	195	–	–	0.01%	269
2020 Q3	$17K	Hold	195	–	–	0.01%	271
2020 Q2	$17K	Hold	195	–	–	0.01%	283
2020 Q1	$16K	Sell	195 -77	-28%	-$6.87K	0.01%	271
2019 Q4	$26K	Buy	+272	New	+$24.4K	0.02%	261

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Atlas Private Wealth Management's NVS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Novartis (NVS) in Q2 2021, closing a stake of 195 shares — an estimated $17K sold.

Atlas Private Wealth Management first reported a position in NVS in Q4 2019 and held it in 6 quarters. The position peaked at $26K in Q4 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Atlas Private Wealth Management reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 195 Novartis shares in Q2 2021, an estimated $17K.
Atlas Private Wealth Management first reported a position in Novartis in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Novartis position peaked at $26K in Q4 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.