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Clear Perspectives Financial Planning’s Novartis NVS Stock Holding History

Clear Perspectives Financial Planning’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
-116
Closed -$11K – 190
2020
Q4 		$11K Buy
+116
New +$10.1K 0.01% 140

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's NVS Position: Q1 2021 in Review

Clear Perspectives Financial Planning sold out of Novartis (NVS) in Q1 2021, closing a stake of 116 shares — an estimated $11K sold.

Clear Perspectives Financial Planning first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Clear Perspectives Financial Planning reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 116 Novartis shares in Q1 2021, an estimated $11K.
  • Clear Perspectives Financial Planning first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Novartis position peaked at $11K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2021, filed 6 May 2021.