Burt Wealth Advisors’s Novartis NVS Stock Holding History

Burt 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 Q1	–	Sell	-443	Closed	-$42K	–	271
2020 Q4	$42K	Hold	443	–	–	0.01%	191
2020 Q3	$39K	Buy	443 +18	+4%	+$1.56K	0.01%	191
2020 Q2	$37K	Hold	425	–	–	0.02%	192
2020 Q1	$35K	Hold	425	–	–	0.02%	192
2019 Q4	$40K	Hold	425	–	–	0.02%	188
2019 Q3	$37K	Hold	425	–	–	0.02%	193
2019 Q2	$39K	Sell	425 -49	-10%	-$4.15K	0.02%	186
2019 Q1	$41K	Hold	474	–	–	0.02%	185
2018 Q4	$36K	Hold	474	–	–	0.02%	191
2018 Q3	$37K	Hold	474	–	–	0.02%	201
2018 Q2	$32K	Hold	474	–	–	0.02%	209
2018 Q1	$34K	Hold	474	–	–	0.02%	211
2017 Q4	$36K	Hold	474	–	–	0.02%	204
2017 Q3	$36K	Buy	474 +334	+239%	+$25.2K	0.02%	200
2017 Q2	$10K	Hold	140	–	–	0.01%	293
2017 Q1	$9K	Hold	140	–	–	0.01%	266
2016 Q4	$9K	Hold	140	–	–	0.01%	286
2016 Q3	$9K	Hold	140	–	–	0.01%	274
2016 Q2	$10K	Sell	140 -16	-10%	-$1.1K	0.01%	263
2016 Q1	$10K	Sell	156 -18	-10%	-$1.23K	0.01%	323
2015 Q4	$13K	Buy	174 +34	+24%	+$2.7K	0.01%	249
2015 Q3	$11K	Hold	140	–	–	0.01%	241
2015 Q2	$12K	Hold	140	–	–	0.01%	250
2015 Q1	$12K	Hold	140	–	–	0.01%	227
2014 Q4	$12K	Buy	+140	New	+$11.6K	0.01%	219

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Burt Wealth Advisors's NVS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Novartis (NVS) in Q1 2021, closing a stake of 443 shares — an estimated $42K sold.

Burt Wealth Advisors first reported a position in NVS in Q4 2014 and held it in 25 quarters. The position peaked at $42K in Q4 2020. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Burt Wealth Advisors reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 443 Novartis shares in Q1 2021, an estimated $42K.
Burt Wealth Advisors first reported a position in Novartis in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Novartis position peaked at $42K in Q4 2020.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.