Certified Advisory Corp’s Novartis NVS Stock Holding History

Certified Advisory Corp’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	-503	Closed	-$43K	–	549
2021 Q1	$43K	Buy	+503	New	+$45.1K	0.01%	372
2020 Q2	$61K	Buy	701 +1	+0.1%	+$86	0.02%	275
2020 Q1	$58K	Buy	700 +2	+0.3%	+$178	0.02%	257
2019 Q4	$66K	Hold	698	–	–	0.02%	279
2019 Q3	$61K	Hold	698	–	–	0.02%	293
2019 Q2	$64K	Sell	698 -193	-22%	-$16.3K	0.02%	284
2019 Q1	$77K	Buy	891 +3	+0.3%	+$241	0.03%	241
2018 Q4	$68K	Hold	888	–	–	0.04%	240
2018 Q3	$69K	Sell	888 -87	-9%	-$6.43K	0.03%	247
2018 Q2	$66K	Buy	975 +4	+0.4%	+$276	0.04%	240
2018 Q1	$70K	Buy	971 +670	+223%	+$51K	0.04%	229
2017 Q4	$22K	Buy	+301	New	+$22.7K	0.02%	352

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

Certified Advisory Corp's NVS Position: Q2 2021 in Review

Certified Advisory Corp sold out of Novartis (NVS) in Q2 2021, closing a stake of 503 shares — an estimated $43K sold.

Certified Advisory Corp first reported a position in NVS in Q4 2017 and held it in 12 quarters. The position peaked at $77K in Q1 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Certified Advisory Corp reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 503 Novartis shares in Q2 2021, an estimated $43K.
Certified Advisory Corp first reported a position in Novartis in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Novartis position peaked at $77K in Q1 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.