TRUE Private Wealth Advisors’s Novartis NVS Stock Holding History

TRUE Private Wealth Advisors’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	-400	Closed	-$37K	–	542
2020 Q4	$37K	Hold	400	–	–	0.01%	384
2020 Q3	$34K	Buy	+400	New	+$34.7K	0.01%	370
2020 Q2	–	Sell	-53	Closed	-$4K	–	725
2020 Q1	$4K	Sell	53 -3,094	-98%	-$276K	﹤0.01%	545
2019 Q4	$297K	Buy	3,147 +323	+11%	+$29K	0.05%	176
2019 Q3	$245K	Sell	2,824 -25	-0.9%	-$2.25K	0.04%	176
2019 Q2	$260K	Sell	2,849 -349	-11%	-$29.5K	0.04%	169
2019 Q1	$275K	Sell	3,198 -1,845	-37%	-$148K	0.05%	163
2018 Q4	$387K	Buy	5,043 +564	+13%	+$43.9K	0.07%	158
2018 Q3	$346K	Buy	4,479 +1,160	+35%	+$85.8K	0.05%	205
2018 Q2	$224K	Hold	3,319	–	–	0.04%	247
2018 Q1	$240K	Sell	3,319 -358	-10%	-$27.3K	0.04%	206
2017 Q4	$276K	Buy	+3,677	New	+$277K	0.05%	188

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

TRUE Private Wealth Advisors's NVS Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Novartis (NVS) in Q1 2021, closing a stake of 400 shares — an estimated $37K sold.

TRUE Private Wealth Advisors first reported a position in NVS in Q4 2017 and held it in 12 quarters. The position peaked at $387K in Q4 2018. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 400 Novartis shares in Q1 2021, an estimated $37K.
TRUE Private Wealth Advisors first reported a position in Novartis in Q4 2017 and held it in 12 quarters.
TRUE Private Wealth Advisors's Novartis position peaked at $387K in Q4 2018.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.