Ironwood Financial’s Novartis NVS Stock Holding History

Ironwood Financial’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	-538	Closed	-$44K	–	393
2021 Q3	$44K	Hold	538	–	–	0.01%	202
2021 Q2	$49K	Buy	538 +61	+13%	+$5.43K	0.01%	190
2021 Q1	$41K	Sell	477 -178	-27%	-$16K	0.01%	188
2020 Q4	$62K	Buy	655 +363	+124%	+$31.7K	0.02%	158
2020 Q3	$25K	Hold	292	–	–	0.01%	174
2020 Q2	$26K	Buy	292 +92	+46%	+$7.94K	0.01%	157
2020 Q1	$16K	Hold	200	–	–	0.01%	172
2019 Q4	$19K	Hold	200	–	–	0.01%	213
2019 Q3	$17K	Hold	200	–	–	0.01%	220
2019 Q2	$18K	Sell	200 -23	-10%	-$1.95K	0.01%	215
2019 Q1	$19K	Hold	223	–	–	0.01%	207
2018 Q4	$17K	Hold	223	–	–	0.01%	199
2018 Q3	$17K	Buy	+223	New	+$16.5K	0.01%	205

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ironwood Financial's NVS Position: Q4 2021 in Review

Ironwood Financial sold out of Novartis (NVS) in Q4 2021, closing a stake of 538 shares — an estimated $44K sold.

Ironwood Financial first reported a position in NVS in Q3 2018 and held it in 13 quarters. The position peaked at $62K in Q4 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Ironwood Financial reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 538 Novartis shares in Q4 2021, an estimated $44K.
Ironwood Financial first reported a position in Novartis in Q3 2018 and held it in 13 quarters.
Ironwood Financial's Novartis position peaked at $62K in Q4 2020.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.