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Wealthsimple US’s Novartis NVS Stock Holding History

Wealthsimple US’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 		$223K Buy
2,606
+123
+5% +$11K 0.13% 20
2020
Q4 		$234K Buy
+2,483
New +$217K 0.13% 23

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
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

Wealthsimple US's NVS Position: Q1 2021 in Review

Wealthsimple US increased its Novartis (NVS) stake by 5% in Q1 2021, buying an estimated $11K and bringing the position to 2,606 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #20.

Wealthsimple US first reported a position in NVS in Q4 2020 and has held it in 2 quarters since. The position peaked at $234K in Q4 2020. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Wealthsimple US held 2,606 shares of Novartis worth $223K as of Q1 2021.
  • Wealthsimple US bought 123 Novartis shares in Q1 2021, an estimated $11K.
  • Novartis made up 0.13% of Wealthsimple US's portfolio in Q1 2021, its #20 holding.
  • Wealthsimple US first reported a position in Novartis in Q4 2020 and has held it in 2 quarters since.
  • Wealthsimple US's Novartis position peaked at $234K in Q4 2020.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.