Harvest Group Wealth Management’s Novartis NVS Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-111	Closed	-$10K	–	484
2020 Q4	$10K	Hold	111	–	–	0.01%	228
2020 Q3	$10K	Hold	111	–	–	0.01%	224
2020 Q2	$9K	Hold	111	–	–	0.01%	221
2020 Q1	$9K	Hold	111	–	–	0.01%	216
2019 Q4	$10K	Sell	111 -168	-60%	-$15.1K	0.01%	245
2019 Q3	$24K	Hold	279	–	–	0.03%	143
2019 Q2	$25K	Sell	279 -32	-10%	-$2.71K	0.03%	133
2019 Q1	$27K	Buy	+311	New	+$25K	0.02%	136

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harvest Group Wealth Management's NVS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 111 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in NVS in Q1 2019 and held it in 8 quarters. The position peaked at $27K in Q1 2019. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Harvest Group Wealth Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 111 Novartis shares in Q1 2021, an estimated $10K.
Harvest Group Wealth Management first reported a position in Novartis in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Novartis position peaked at $27K in Q1 2019.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.