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Gerber Kawasaki Wealth & Investment Management’s Novartis NVS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-2
Closed -$2K – 817
2021
Q3 		$2K Buy
+2
New +$180 ﹤0.01% 916

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 $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NVS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NVS in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 1,147 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 Novartis shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Novartis in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Novartis position peaked at $2K in Q3 2021.
  • 1,147 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.