ERTS Wealth Advisors’s Novartis NVS Stock Holding History

ERTS 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
2020 Q4	–	Sell	-2,331	Closed	-$203K	–	80
2020 Q3	$203K	Sell	2,331 -1,337	-36%	-$116K	0.08%	72
2020 Q2	$320K	Sell	3,668 -339	-8%	-$29.3K	0.13%	62
2020 Q1	$330K	Buy	4,007 +10	+0.3%	+$892	0.16%	63
2019 Q4	$378K	Sell	3,997 -640	-14%	-$57.4K	0.17%	56
2019 Q3	$403K	Sell	4,637 -1,841	-28%	-$165K	0.2%	46
2019 Q2	$592K	Sell	6,478 -751	-10%	-$63.6K	0.33%	40
2019 Q1	$623K	Sell	7,229 -268	-4%	-$21.5K	0.37%	37
2018 Q4	$576K	Buy	+7,497	New	+$584K	0.41%	37

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ERTS Wealth Advisors's NVS Position: Q4 2020 in Review

ERTS Wealth Advisors sold out of Novartis (NVS) in Q4 2020, closing a stake of 2,331 shares — an estimated $203K sold.

ERTS Wealth Advisors first reported a position in NVS in Q4 2018 and held it in 8 quarters. The position peaked at $623K in Q1 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

ERTS Wealth Advisors reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 2,331 Novartis shares in Q4 2020, an estimated $203K.
ERTS Wealth Advisors first reported a position in Novartis in Q4 2018 and held it in 8 quarters.
ERTS Wealth Advisors's Novartis position peaked at $623K in Q1 2019.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on ERTS Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.