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3Chopt Investment Partners’s Novartis NVS Stock Holding History

3Chopt Investment 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
2023
Q1 		– Sell
-457
Closed -$41.5K – 221
2022
Q4 		$41.5K Buy
+457
New +$38.5K 0.02% 204

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Franklin Resources
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Morgan Stanley
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

3Chopt Investment Partners's NVS Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Novartis (NVS) in Q1 2023, closing a stake of 457 shares — an estimated $41.5K sold.

3Chopt Investment Partners first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $41.5K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 457 Novartis shares in Q1 2023, an estimated $41.5K.
  • 3Chopt Investment Partners first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Novartis position peaked at $41.5K in Q4 2022.
  • 1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.