WealthStone’s Novartis NVS Stock Holding History

WealthStone’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	$335K	Buy	3,924 +1,073	+38%	+$96.3K	0.12%	132
2020 Q4	$269K	Sell	2,851 -81	-3%	-$7.08K	0.1%	156
2020 Q3	$255K	Buy	2,932 +466	+19%	+$40.4K	0.12%	124
2020 Q2	$215K	Buy	+2,466	New	+$213K	0.1%	147
2019 Q3	–	Sell	-8,895	Closed	-$812K	–	427
2019 Q2	$812K	Buy	+8,895	New	+$753K	0.36%	56

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

WealthStone's NVS Position: Q1 2021 in Review

WealthStone increased its Novartis (NVS) stake by 38% in Q1 2021, buying an estimated $96.3K and bringing the position to 3,924 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #132.

WealthStone first reported a position in NVS in Q2 2019 and has held it in 5 quarters since. The position peaked at $812K in Q2 2019. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

WealthStone held 3,924 shares of Novartis worth $335K as of Q1 2021.
WealthStone bought 1,073 Novartis shares in Q1 2021, an estimated $96.3K.
Novartis made up 0.12% of WealthStone's portfolio in Q1 2021, its #132 holding.
WealthStone first reported a position in Novartis in Q2 2019 and has held it in 5 quarters since.
WealthStone's Novartis position peaked at $812K in Q2 2019.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.