Summit Wealth Group’s Novartis NVS Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-26	Closed	-$2K	–	167
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	164
2021 Q1	$2K	Buy	+26	New	+$2.33K	﹤0.01%	150

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Wealth Group's NVS Position: Q3 2021 in Review

Summit Wealth Group sold out of Novartis (NVS) in Q3 2021, closing a stake of 26 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in NVS in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Summit Wealth Group reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 26 Novartis shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Novartis in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Novartis position peaked at $2K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.