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Ables Iannone Moore & Associates’s Novartis NVS Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-709
Closed -$71.6K – 216
2023
Q4 		$71.6K Buy
+709
New +$68.4K 0.05% 76

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ables Iannone Moore & Associates's NVS Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Novartis (NVS) in Q1 2024, closing a stake of 709 shares — an estimated $71.6K sold.

Ables Iannone Moore & Associates first reported a position in NVS in Q4 2023 and held it in 1 quarter. The position peaked at $71.6K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 709 Novartis shares in Q1 2024, an estimated $71.6K.
  • Ables Iannone Moore & Associates first reported a position in Novartis in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Novartis position peaked at $71.6K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.