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Wagner Wealth Management (South Carolina)’s Novartis NVS Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-210
Closed -$18K – 708
2021
Q1 		$18K Buy
+210
New +$18.8K 0.01% 376
2018
Q3 		$10K Buy
135
+78
+137% +$5.77K 0.01% 422
2018
Q2 		$4K Sell
57
-123
-68% -$8.49K ﹤0.01% 477
2018
Q1 		$13K Buy
180
+11
+7% +$837 0.01% 344
2017
Q4 		$21K Buy
+169
New +$12.8K 0.02% 300

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
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

Wagner Wealth Management (South Carolina)'s NVS Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Novartis (NVS) in Q2 2021, closing a stake of 210 shares — an estimated $18K sold.

Wagner Wealth Management (South Carolina) first reported a position in NVS in Q4 2017 and held it in 5 quarters. The position peaked at $21K in Q4 2017. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 210 Novartis shares in Q2 2021, an estimated $18K.
  • Wagner Wealth Management (South Carolina) first reported a position in Novartis in Q4 2017 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Novartis position peaked at $21K in Q4 2017.
  • 1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.