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ShoreHaven Wealth Partners’s Novartis NVS Stock Holding History

ShoreHaven Wealth Partners’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
-525
Closed -$45K – 194
2021
Q1 		$45K Hold
525
– – 0.02% 122
2020
Q4 		$50K Buy
+525
New +$45.9K 0.03% 108

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's NVS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Novartis (NVS) in Q2 2021, closing a stake of 525 shares — an estimated $45K sold.

ShoreHaven Wealth Partners first reported a position in NVS in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q4 2020. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 525 Novartis shares in Q2 2021, an estimated $45K.
  • ShoreHaven Wealth Partners first reported a position in Novartis in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Novartis position peaked at $50K in Q4 2020.
  • 1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

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