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WealthShield Partners’s Novartis NVS Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-1,118
Closed -$102K – 561
2021
Q2 		$102K Sell
1,118
-23
-2% -$2.05K 0.02% 360
2021
Q1 		$98K Buy
+1,141
New +$102K 0.02% 344

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
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

WealthShield Partners's NVS Position: Q3 2021 in Review

WealthShield Partners sold out of Novartis (NVS) in Q3 2021, closing a stake of 1,118 shares — an estimated $102K sold.

WealthShield Partners first reported a position in NVS in Q1 2021 and held it in 2 quarters. The position peaked at $102K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

  • WealthShield Partners reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,118 Novartis shares in Q3 2021, an estimated $102K.
  • WealthShield Partners first reported a position in Novartis in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Novartis position peaked at $102K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.