Evolution Wealth Advisors’s Novartis NVS Stock Holding History

Evolution 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 Q4	–	Sell	-561	Closed	-$46K	–	476
2021 Q3	$46K	Sell	561 -101	-15%	-$9.09K	0.01%	221
2021 Q2	$60K	Sell	662 -77	-10%	-$6.86K	0.01%	196
2021 Q1	$63K	Sell	739 -45	-6%	-$4.04K	0.01%	179
2020 Q4	$74K	Sell	784 -521	-40%	-$45.5K	0.02%	156
2020 Q3	$113K	Sell	1,305 -28	-2%	-$2.43K	0.03%	133
2020 Q2	$116K	Buy	1,333 +311	+30%	+$26.8K	0.04%	106
2020 Q1	$84K	Sell	1,022 -150	-13%	-$13.4K	0.03%	95
2019 Q4	$111K	Buy	1,172 +950	+428%	+$85.2K	0.03%	102
2019 Q3	$19K	Sell	222 -498	-69%	-$44.7K	0.01%	100
2019 Q2	$66K	Buy	+720	New	+$60.9K	0.03%	74

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

Evolution Wealth Advisors's NVS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Novartis (NVS) in Q4 2021, closing a stake of 561 shares — an estimated $46K sold.

Evolution Wealth Advisors first reported a position in NVS in Q2 2019 and held it in 10 quarters. The position peaked at $116K in Q2 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Evolution Wealth Advisors reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 561 Novartis shares in Q4 2021, an estimated $46K.
Evolution Wealth Advisors first reported a position in Novartis in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Novartis position peaked at $116K in Q2 2020.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.