Parisi Gray Wealth Management’s Novartis NVS Stock Holding History

Parisi Gray 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 Q3	–	Sell	-486	Closed	-$44K	–	397
2021 Q2	$44K	Buy	+486	New	+$43.3K	0.02%	310
2019 Q2	–	Sell	-668	Closed	-$58K	–	330
2019 Q1	$58K	Sell	668 -56	-8%	-$4.5K	0.04%	200
2018 Q4	$55K	Buy	724 +54	+8%	+$4.2K	0.04%	194
2018 Q3	$52K	Hold	670	–	–	0.03%	220
2018 Q2	$46K	Hold	670	–	–	0.03%	241
2018 Q1	$48K	Hold	670	–	–	0.04%	220
2017 Q4	$51K	Buy	+670	New	+$50.6K	0.04%	217

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

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

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

Parisi Gray Wealth Management's NVS Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Novartis (NVS) in Q3 2021, closing a stake of 486 shares — an estimated $44K sold.

Parisi Gray Wealth Management first reported a position in NVS in Q4 2017 and held it in 7 quarters. The position peaked at $58K in Q1 2019. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 486 Novartis shares in Q3 2021, an estimated $44K.
Parisi Gray Wealth Management first reported a position in Novartis in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Novartis position peaked at $58K in Q1 2019.
1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.