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IBEX Wealth Advisors’s Novartis NVS Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-31
Closed -$3K – 348
2021
Q3 		$3K Buy
+31
New +$2.79K ﹤0.01% 422
2017
Q1 		– Sell
-295
Closed -$19K – 271
2016
Q4 		$19K Buy
+295
New +$19.1K 0.01% 228

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
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 $95.5B AUM 28.4% 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

IBEX Wealth Advisors's NVS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Novartis (NVS) in Q4 2021, closing a stake of 31 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in NVS in Q4 2016 and held it in 2 quarters. The position peaked at $19K in Q4 2016. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 31 Novartis shares in Q4 2021, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Novartis in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Novartis position peaked at $19K in Q4 2016.
  • 1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.