Phoenix Wealth Advisors’s Novartis NVS Stock Holding History

Phoenix 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	-284	Closed	-$23K	–	281
2021 Q3	$23K	Hold	284	–	–	0.02%	254
2021 Q2	$26K	Hold	284	–	–	0.02%	235
2021 Q1	$24K	Hold	284	–	–	0.02%	244
2020 Q4	$27K	Buy	+284	New	+$24.8K	0.02%	235

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

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

Phoenix Wealth Advisors sold out of Novartis (NVS) in Q4 2021, closing a stake of 284 shares — an estimated $23K sold.

Phoenix Wealth Advisors first reported a position in NVS in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 284 Novartis shares in Q4 2021, an estimated $23K.
Phoenix Wealth Advisors first reported a position in Novartis in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Novartis position peaked at $27K in Q4 2020.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.