Meridian Wealth Partners’s Novartis NVS Stock Holding History

Meridian Wealth Partners’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	–	Sell	-223	Closed	-$19K	–	869
2021 Q1	$19K	Buy	+223	New	+$20K	0.01%	295

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

Meridian Wealth Partners's NVS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Novartis (NVS) in Q2 2021, closing a stake of 223 shares — an estimated $19K sold.

Meridian Wealth Partners first reported a position in NVS in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Meridian Wealth Partners reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 223 Novartis shares in Q2 2021, an estimated $19K.
Meridian Wealth Partners first reported a position in Novartis in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Novartis position peaked at $19K in Q1 2021.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.