Hoover Financial Advisors’s Novartis NVS Stock Holding History

Hoover Financial 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 Q2	$42K	Sell	457 -49	-10%	-$4.36K	0.01%	302
2021 Q1	$44K	Sell	506 -40	-7%	-$3.59K	0.01%	276
2020 Q4	$52K	Buy	+546	New	+$47.7K	0.01%	238
2020 Q3	–	Sell	-457	Closed	-$40K	–	378
2020 Q2	$40K	Buy	+457	New	+$39.4K	0.02%	206

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Hoover Financial Advisors's NVS Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Novartis (NVS) stake by 9.7% in Q2 2021, selling an estimated $4.36K and leaving 457 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #302.

Hoover Financial Advisors first reported a position in NVS in Q2 2020 and has held it in 4 quarters since. The position peaked at $52K in Q4 2020. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Hoover Financial Advisors held 457 shares of Novartis worth $42K as of Q2 2021.
Hoover Financial Advisors sold 49 Novartis shares in Q2 2021, an estimated $4.36K.
Novartis made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #302 holding.
Hoover Financial Advisors first reported a position in Novartis in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Novartis position peaked at $52K in Q4 2020.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.