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Symphony Financial’s Novartis NVS Stock Holding History

Symphony Financial’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
-4,198
Closed -$383K – 183
2021
Q2 		$383K Buy
+4,198
New +$374K 0.13% 119
2020
Q4 		– Sell
-3,262
Closed -$284K – 155
2020
Q3 		$284K Buy
+3,262
New +$283K 0.12% 108
2020
Q2 		– Sell
-3,302
Closed -$270K – 140
2020
Q1 		$270K Buy
+3,302
New +$295K 0.19% 76

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Symphony Financial's NVS Position: Q3 2021 in Review

Symphony Financial sold out of Novartis (NVS) in Q3 2021, closing a stake of 4,198 shares — an estimated $383K sold.

Symphony Financial first reported a position in NVS in Q1 2020 and held it in 3 quarters. The position peaked at $383K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

  • Symphony Financial reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
  • Symphony Financial sold 4,198 Novartis shares in Q3 2021, an estimated $383K.
  • Symphony Financial first reported a position in Novartis in Q1 2020 and held it in 3 quarters.
  • Symphony Financial's Novartis position peaked at $383K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Symphony Financial's 13F filing for Q3 2021, filed 12 Oct 2021.