Clear Perspective Advisors’s Novartis NVS Stock Holding History

Clear Perspective 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 Q4	$498K	Sell	5,693 -109	-2%	-$9.05K	0.15%	101
2021 Q3	$474K	Sell	5,802 -290	-5%	-$26.1K	0.16%	92
2021 Q2	$556K	Sell	6,092 -238	-4%	-$21.2K	0.19%	81
2021 Q1	$541K	Sell	6,330 -487	-7%	-$43.7K	0.21%	80
2020 Q4	$644K	Sell	6,817 -312	-4%	-$27.3K	0.26%	70
2020 Q3	$513	Sell	7,129 -122	-2%	-$10.6K	0.24%	76
2020 Q2	$633K	Sell	7,251 -531	-7%	-$45.8K	0.35%	52
2020 Q1	$642K	Sell	7,782 -720	-8%	-$64.2K	0.43%	46
2019 Q4	$805K	Sell	8,502 -200	-2%	-$17.9K	0.5%	50
2019 Q3	$756K	Buy	8,702 +220	+3%	+$19.8K	0.34%	66
2019 Q2	$774K	Sell	8,482 -1,281	-13%	-$108K	0.5%	50
2019 Q1	$701K	Sell	9,763 -279	-3%	-$22.4K	0.5%	53
2018 Q4	$772K	Buy	10,042 +223	+2%	+$17.4K	0.64%	41
2018 Q3	$758K	Sell	9,819 -205	-2%	-$15.2K	0.56%	51
2018 Q2	$679K	Sell	10,024 -184	-2%	-$12.7K	0.47%	57
2018 Q1	$740K	Sell	10,208 -1,518	-13%	-$116K	0.55%	45
2017 Q4	$882K	Sell	11,726 -317	-3%	-$23.9K	0.67%	34
2017 Q3	$926K	Sell	12,043 -206	-2%	-$15.6K	0.76%	33
2017 Q2	$916K	Sell	12,249 -391	-3%	-$27.7K	0.77%	38
2017 Q1	$841K	Sell	12,640 -10	-0.1%	-$666	0.56%	46
2016 Q4	$826K	Buy	+12,650	New	+$821K	0.55%	41

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

Clear Perspective Advisors's NVS Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Novartis (NVS) stake by 1.9% in Q4 2021, selling an estimated $9.05K and leaving 5,693 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #101.

Clear Perspective Advisors first reported a position in NVS in Q4 2016 and has held it in 21 quarters since. The position peaked at $926K in Q3 2017. 1,147 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Clear Perspective Advisors held 5,693 shares of Novartis worth $498K as of Q4 2021.
Clear Perspective Advisors sold 109 Novartis shares in Q4 2021, an estimated $9.05K.
Novartis made up 0.15% of Clear Perspective Advisors's portfolio in Q4 2021, its #101 holding.
Clear Perspective Advisors first reported a position in Novartis in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Novartis position peaked at $926K in Q3 2017.
1,147 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.