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Tru Independence Asset Management 2’s Novartis NVS Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-818
Closed -$77K – 312
2020
Q4 		$77K Buy
+818
New +$71.5K 0.06% 136

Other funds holding NVS

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

Tru Independence Asset Management 2's NVS Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Novartis (NVS) in Q1 2021, closing a stake of 818 shares — an estimated $77K sold.

Tru Independence Asset Management 2 first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $77K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 818 Novartis shares in Q1 2021, an estimated $77K.
  • Tru Independence Asset Management 2 first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Novartis position peaked at $77K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.