SignalPoint Asset Management’s Novartis NVS Stock Holding History

SignalPoint Asset 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 Q4	–	Sell	-2,657	Closed	-$217K	–	241
2021 Q3	$217K	Hold	2,657	–	–	0.07%	212
2021 Q2	$424K	Buy	2,657 +26	+1%	+$2.31K	0.14%	148
2021 Q1	$225K	Buy	2,631 +80	+3%	+$7.18K	0.08%	203
2020 Q4	$241K	Hold	2,551	–	–	0.09%	175
2020 Q3	$222K	Hold	2,551	–	–	0.09%	174
2020 Q2	$223K	Buy	+2,551	New	+$220K	0.1%	163

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

SignalPoint Asset Management's NVS Position: Q4 2021 in Review

SignalPoint Asset Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 2,657 shares — an estimated $217K sold.

SignalPoint Asset Management first reported a position in NVS in Q2 2020 and held it in 6 quarters. The position peaked at $424K in Q2 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

SignalPoint Asset Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
SignalPoint Asset Management sold 2,657 Novartis shares in Q4 2021, an estimated $217K.
SignalPoint Asset Management first reported a position in Novartis in Q2 2020 and held it in 6 quarters.
SignalPoint Asset Management's Novartis position peaked at $424K in Q2 2021.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on SignalPoint Asset Management's 13F filing for Q4 2021, filed 31 Jan 2022.