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Sculati Wealth Management’s Novartis NVS Stock Holding History

Sculati 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
Q1 		– Sell
-16,244
Closed -$1.53M – 120
2020
Q4 		$1.53M Sell
16,244
-520
-3% -$45.4K 1.01% 34
2020
Q3 		$1.46M Buy
16,764
+637
+4% +$55.2K 1.09% 29
2020
Q2 		$1.41M Buy
16,127
+1,582
+11% +$137K 1.19% 31
2020
Q1 		$1.2M Buy
14,545
+3,075
+27% +$274K 1.32% 26
2019
Q4 		$1.09M Buy
+11,470
New +$1.03M 0.97% 38

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

Sculati Wealth Management's NVS Position: Q1 2021 in Review

Sculati Wealth Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 16,244 shares — an estimated $1.53M sold.

Sculati Wealth Management first reported a position in NVS in Q4 2019 and held it in 5 quarters. The position peaked at $1.53M in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Sculati Wealth Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Sculati Wealth Management sold 16,244 Novartis shares in Q1 2021, an estimated $1.53M.
  • Sculati Wealth Management first reported a position in Novartis in Q4 2019 and held it in 5 quarters.
  • Sculati Wealth Management's Novartis position peaked at $1.53M in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Sculati Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.