RMR Wealth Builders’s Novartis NVS Stock Holding History

RMR Wealth Builders’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	-455	Closed	-$39K	–	511
2021 Q1	$39K	Buy	455 +314	+223%	+$28.2K	0.01%	404
2020 Q4	$13K	Buy	+141	New	+$12.3K	0.01%	391
2020 Q3	–	Sell	-104	Closed	-$9K	–	387
2020 Q2	$9K	Buy	+104	New	+$8.98K	0.01%	351
2019 Q4	$10K	Buy	+101	New	+$9.06K	0.01%	344

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's NVS Position: Q2 2021 in Review

RMR Wealth Builders sold out of Novartis (NVS) in Q2 2021, closing a stake of 455 shares — an estimated $39K sold.

RMR Wealth Builders first reported a position in NVS in Q4 2019 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

RMR Wealth Builders reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 455 Novartis shares in Q2 2021, an estimated $39K.
RMR Wealth Builders first reported a position in Novartis in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Novartis position peaked at $39K in Q1 2021.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.