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Regent Peak Wealth Advisors’s Novartis NVS Stock Holding History

Regent Peak 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
Q1 		– Sell
-358
Closed -$34K – 702
2020
Q4 		$34K Buy
+358
New +$31.3K 0.01% 360

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's NVS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Novartis (NVS) in Q1 2021, closing a stake of 358 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 358 Novartis shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Novartis position peaked at $34K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.