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Advanced Research Investment Solutions’s Novartis NVS Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-109
Closed -$8K – 110
2022
Q3 		$8K Hold
109
– – ﹤0.01% 137
2022
Q2 		$9K Hold
109
– – 0.01% 99
2022
Q1 		$10K Buy
+109
New +$9.44K ﹤0.01% 148

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advanced Research Investment Solutions's NVS Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Novartis (NVS) in Q4 2022, closing a stake of 109 shares — an estimated $8K sold.

Advanced Research Investment Solutions first reported a position in NVS in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 109 Novartis shares in Q4 2022, an estimated $8K.
  • Advanced Research Investment Solutions first reported a position in Novartis in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's Novartis position peaked at $10K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.