Brown Miller Wealth Management’s Novartis NVS Stock Holding History

Brown Miller 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 Q4	–	Sell	-2,590	Closed	-$211K	–	121
2021 Q3	$211K	Hold	2,590	–	–	0.13%	114
2021 Q2	$236K	Hold	2,590	–	–	0.15%	108
2021 Q1	$221K	Buy	2,590 +3	+0.1%	+$269	0.16%	105
2020 Q4	$244K	Buy	+2,587	New	+$226K	0.18%	99

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

Brown Miller Wealth Management's NVS Position: Q4 2021 in Review

Brown Miller Wealth Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 2,590 shares — an estimated $211K sold.

Brown Miller Wealth Management first reported a position in NVS in Q4 2020 and held it in 4 quarters. The position peaked at $244K in Q4 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Brown Miller Wealth Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Brown Miller Wealth Management sold 2,590 Novartis shares in Q4 2021, an estimated $211K.
Brown Miller Wealth Management first reported a position in Novartis in Q4 2020 and held it in 4 quarters.
Brown Miller Wealth Management's Novartis position peaked at $244K in Q4 2020.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Brown Miller Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.