TFO Wealth Partners’s Novartis NVS Stock Holding History

TFO 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
2020 Q4	–	Sell	-50	Closed	-$4K	–	142
2020 Q3	$4K	Buy	+50	New	+$4.33K	﹤0.01%	114

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

TFO Wealth Partners's NVS Position: Q4 2020 in Review

TFO Wealth Partners sold out of Novartis (NVS) in Q4 2020, closing a stake of 50 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in NVS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

TFO Wealth Partners reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
TFO Wealth Partners sold 50 Novartis shares in Q4 2020, an estimated $4K.
TFO Wealth Partners first reported a position in Novartis in Q3 2020 and held it in 1 quarter.
TFO Wealth Partners's Novartis position peaked at $4K in Q3 2020.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.