Brand Asset Management Group’s Novartis NVS Stock Holding History

Brand Asset Management Group’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	-62	Closed	-$5K	–	194
2021 Q1	$5K	Hold	62	–	–	﹤0.01%	259
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	219
2020 Q3	$5K	Hold	62	–	–	﹤0.01%	232
2020 Q2	$5K	Hold	62	–	–	﹤0.01%	229
2020 Q1	$5K	Hold	62	–	–	﹤0.01%	231
2019 Q4	$6K	Hold	62	–	–	﹤0.01%	278
2019 Q3	$5K	Hold	62	–	–	﹤0.01%	290
2019 Q2	$6K	Sell	62 -7	-10%	-$592	﹤0.01%	284
2019 Q1	$6K	Buy	+69	New	+$5.54K	﹤0.01%	263

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

Brand Asset Management Group's NVS Position: Q2 2021 in Review

Brand Asset Management Group sold out of Novartis (NVS) in Q2 2021, closing a stake of 62 shares — an estimated $5K sold.

Brand Asset Management Group first reported a position in NVS in Q1 2019 and held it in 9 quarters. The position peaked at $6K in Q4 2020. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Brand Asset Management Group reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 62 Novartis shares in Q2 2021, an estimated $5K.
Brand Asset Management Group first reported a position in Novartis in Q1 2019 and held it in 9 quarters.
Brand Asset Management Group's Novartis position peaked at $6K in Q4 2020.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.