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Wealth Quarterback’s Novartis NVS Stock Holding History

Wealth Quarterback’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 		$46K Sell
554
-99
-15% -$8.91K 0.03% 250
2021
Q2 		$60K Buy
+653
New +$58.1K 0.04% 214
2020
Q2 		– Sell
-1,407
Closed -$116K – 544
2020
Q1 		$116K Buy
1,407
+371
+36% +$33.1K 0.11% 142
2019
Q4 		$98.2K Buy
+1,036
New +$93K 0.09% 163

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

Wealth Quarterback's NVS Position: Q3 2021 in Review

Wealth Quarterback reduced its Novartis (NVS) stake by 15% in Q3 2021, selling an estimated $8.91K and leaving 554 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #250.

Wealth Quarterback first reported a position in NVS in Q4 2019 and has held it in 4 quarters since. The position peaked at $116K in Q1 2020. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

  • Wealth Quarterback held 554 shares of Novartis worth $46K as of Q3 2021.
  • Wealth Quarterback sold 99 Novartis shares in Q3 2021, an estimated $8.91K.
  • Novartis made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #250 holding.
  • Wealth Quarterback first reported a position in Novartis in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Novartis position peaked at $116K in Q1 2020.
  • 1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.