Personal Capital Advisors’s Novartis NVS Stock Holding History

Personal Capital 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
2022 Q1	–	Sell	-4,541	Closed	-$379K	–	534
2021 Q4	$379K	Buy	4,541 +2,095	+86%	+$174K	﹤0.01%	385
2021 Q3	$200K	Buy	+2,446	New	+$220K	﹤0.01%	482
2021 Q2	–	Sell	-3,088	Closed	-$264K	–	501
2021 Q1	$264K	Buy	3,088 +336	+12%	+$30.2K	﹤0.01%	415
2020 Q4	$260K	Sell	2,752 -302	-10%	-$26.4K	﹤0.01%	402
2020 Q3	$266K	Buy	3,054 +516	+20%	+$44.7K	﹤0.01%	356
2020 Q2	$222K	Sell	2,538 -810	-24%	-$69.9K	﹤0.01%	333
2020 Q1	$253K	Buy	3,348 +247	+8%	+$22K	﹤0.01%	303
2019 Q4	$294K	Buy	+3,101	New	+$278K	﹤0.01%	328

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Personal Capital Advisors's NVS Position: Q1 2022 in Review

Personal Capital Advisors sold out of Novartis (NVS) in Q1 2022, closing a stake of 4,541 shares — an estimated $379K sold.

Personal Capital Advisors first reported a position in NVS in Q4 2019 and held it in 8 quarters. The position peaked at $379K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Personal Capital Advisors reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Personal Capital Advisors sold 4,541 Novartis shares in Q1 2022, an estimated $379K.
Personal Capital Advisors first reported a position in Novartis in Q4 2019 and held it in 8 quarters.
Personal Capital Advisors's Novartis position peaked at $379K in Q4 2021.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.