Accel Wealth Management’s Novartis NVS Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-535	Closed	-$49.2K	–	631
2023 Q1	$49.2K	Sell	535 -23	-4%	-$2.01K	0.02%	491
2022 Q4	$50.7K	Hold	558	–	–	0.02%	356
2022 Q3	$44K	Hold	558	–	–	0.02%	395
2022 Q2	$47K	Sell	558 -25	-4%	-$2.19K	0.03%	362
2022 Q1	$51K	Buy	583 +2	+0.3%	+$173	0.03%	380
2021 Q4	$51K	Buy	581 +23	+4%	+$1.91K	0.03%	380
2021 Q3	$46K	Sell	558 -23	-4%	-$2.07K	0.03%	338
2021 Q2	$53K	Sell	581 -12	-2%	-$1.07K	0.04%	330
2021 Q1	$51K	Sell	593 -89	-13%	-$7.99K	0.04%	311
2020 Q4	$64K	Buy	+682	New	+$59.6K	0.06%	256

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accel Wealth Management's NVS Position: Q2 2023 in Review

Accel Wealth Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 535 shares — an estimated $49.2K sold.

Accel Wealth Management first reported a position in NVS in Q4 2020 and held it in 10 quarters. The position peaked at $64K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Accel Wealth Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 535 Novartis shares in Q2 2023, an estimated $49.2K.
Accel Wealth Management first reported a position in Novartis in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Novartis position peaked at $64K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.