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Greystone Financial Group’s Novartis NVS Stock Holding History

Greystone Financial Group’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
-6,183
Closed -$563K – 109
2020
Q4 		$563K Buy
+6,183
New +$540K 0.15% 74

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Primecap Management
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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

Greystone Financial Group's NVS Position: Q1 2021 in Review

Greystone Financial Group sold out of Novartis (NVS) in Q1 2021, closing a stake of 6,183 shares — an estimated $563K sold.

Greystone Financial Group first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $563K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Greystone Financial Group reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Greystone Financial Group sold 6,183 Novartis shares in Q1 2021, an estimated $563K.
  • Greystone Financial Group first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
  • Greystone Financial Group's Novartis position peaked at $563K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Greystone Financial Group's 13F filing for Q1 2021, filed 13 May 2021.