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Accurate Wealth Management’s Novartis NVS Stock Holding History

Accurate 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
Q1 		– Sell
-125
Closed -$11.3K – 1013
2022
Q4 		$11.3K Buy
+125
New +$10.5K ﹤0.01% 826

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's NVS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Novartis (NVS) in Q1 2023, closing a stake of 125 shares — an estimated $11.3K sold.

Accurate Wealth Management first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $11.3K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 125 Novartis shares in Q1 2023, an estimated $11.3K.
  • Accurate Wealth Management first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Novartis position peaked at $11.3K in Q4 2022.
  • 1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.