Weather Gauge Advisory’s Novartis NVS Stock Holding History

Weather Gauge Advisory’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	$541K	Hold	6,616	–	–	0.66%	46
2021 Q2	$604K	Hold	6,616	–	–	0.7%	45
2021 Q1	$566K	Buy	6,616 +180	+3%	+$16.2K	0.67%	45
2020 Q4	$608K	Sell	6,436 -2,000	-24%	-$175K	0.71%	45
2020 Q3	$734K	Buy	8,436 +120	+1%	+$10.4K	0.87%	38
2020 Q2	$726K	Sell	8,316 -959	-10%	-$82.8K	0.87%	36
2020 Q1	$765K	Sell	9,275 -30	-0.3%	-$2.68K	0.93%	37
2019 Q4	$881K	Hold	9,305	–	–	0.78%	41
2019 Q3	$809K	Hold	9,305	–	–	0.76%	42
2019 Q2	$850K	Sell	9,305 -1,079	-10%	-$91.3K	0.82%	42
2019 Q1	$895K	Buy	10,384 +474	+5%	+$38.1K	0.87%	38
2018 Q4	$762K	Buy	+9,910	New	+$771K	0.83%	41

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Weather Gauge Advisory's NVS Position: Q3 2021 in Review

Weather Gauge Advisory held its Novartis (NVS) position steady in Q3 2021 at 6,616 shares worth $541K. The position accounts for 0.66% of the portfolio, ranked #46.

Weather Gauge Advisory first reported a position in NVS in Q4 2018 and has held it in 12 quarters since. The position peaked at $895K in Q1 2019. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Weather Gauge Advisory held 6,616 shares of Novartis worth $541K as of Q3 2021.
Weather Gauge Advisory left its Novartis share count unchanged in Q3 2021.
Novartis made up 0.66% of Weather Gauge Advisory's portfolio in Q3 2021, its #46 holding.
Weather Gauge Advisory first reported a position in Novartis in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's Novartis position peaked at $895K in Q1 2019.
1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.