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Fiduciary Planning’s Novartis NVS Stock Holding History

Fiduciary 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
Q2 		– Sell
-299
Closed -$26K – 194
2021
Q1 		$26K Buy
299
+144
+93% +$12.9K 0.04% 99
2020
Q4 		$15K Hold
155
– – 0.02% 125
2020
Q3 		$13K Buy
+155
New +$13.4K 0.02% 99

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fiduciary Planning's NVS Position: Q2 2021 in Review

Fiduciary Planning sold out of Novartis (NVS) in Q2 2021, closing a stake of 299 shares — an estimated $26K sold.

Fiduciary Planning first reported a position in NVS in Q3 2020 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • Fiduciary Planning reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 299 Novartis shares in Q2 2021, an estimated $26K.
  • Fiduciary Planning first reported a position in Novartis in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Novartis position peaked at $26K in Q1 2021.
  • 1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.