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Activest Wealth Management’s Novartis NVS Stock Holding History

Activest 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
-320
Closed -$28.5K – 464
2022
Q4 		$28.5K Hold
320
– – 0.01% 224
2022
Q3 		$26K Buy
+320
New +$26.5K 0.01% 226

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

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

Activest Wealth Management sold out of Novartis (NVS) in Q1 2023, closing a stake of 320 shares — an estimated $28.5K sold.

Activest Wealth Management first reported a position in NVS in Q3 2022 and held it in 2 quarters. The position peaked at $28.5K in Q4 2022. 1,181 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

  • Activest Wealth Management reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 320 Novartis shares in Q1 2023, an estimated $28.5K.
  • Activest Wealth Management first reported a position in Novartis in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Novartis position peaked at $28.5K in Q4 2022.
  • 1,181 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.