Aevitas Wealth Management’s Novartis NVS Stock Holding History

Aevitas 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
2022 Q4	$1.21M	Buy	13,340 +105	+0.8%	+$8.84K	0.72%	37
2022 Q3	$1.01M	Hold	13,235	–	–	0.76%	40
2022 Q2	$1.12M	Sell	13,235 -105	-0.8%	-$9.21K	0.76%	42
2022 Q1	$1.17M	Sell	13,340 -49	-0.4%	-$4.24K	0.72%	42
2021 Q4	$1.17M	Sell	13,389 -4,820	-26%	-$400K	0.7%	41
2021 Q3	$1.49M	Hold	18,209	–	–	0.95%	29
2021 Q2	$1.66M	Buy	18,209 +647	+4%	+$57.6K	1.06%	25
2021 Q1	$1.5M	Buy	17,562 +9,187	+110%	+$824K	1.05%	27
2020 Q4	$791K	Hold	8,375	–	–	0.58%	49
2020 Q3	$728K	Hold	8,375	–	–	0.6%	46
2020 Q2	$732K	Hold	8,375	–	–	0.68%	40
2020 Q1	$691K	Buy	8,375 +161	+2%	+$14.4K	0.77%	38
2019 Q4	$778K	Hold	8,214	–	–	0.73%	37
2019 Q3	$714K	Sell	8,214 -200	-2%	-$18K	0.72%	42
2019 Q2	$768K	Sell	8,414 -1,170	-12%	-$99K	0.77%	39
2019 Q1	$825K	Buy	9,584 +5	+0.1%	+$401	0.73%	41
2018 Q4	$737K	Hold	9,579	–	–	0.75%	38
2018 Q3	$740K	Sell	9,579 -223	-2%	-$16.5K	0.67%	43
2018 Q2	$663K	Sell	9,802 -55	-0.6%	-$3.79K	0.65%	48
2018 Q1	$714K	Sell	9,857 -522	-5%	-$39.7K	0.71%	44
2017 Q4	$781K	Buy	+10,379	New	+$783K	0.74%	42

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Aevitas Wealth Management's NVS Position: Q4 2022 in Review

Aevitas Wealth Management increased its Novartis (NVS) stake by 0.79% in Q4 2022, buying an estimated $8.84K and bringing the position to 13,340 shares worth $1.21M. The position accounts for 0.72% of the portfolio, ranked #37.

Aevitas Wealth Management first reported a position in NVS in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.66M in Q2 2021. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Aevitas Wealth Management held 13,340 shares of Novartis worth $1.21M as of Q4 2022.
Aevitas Wealth Management bought 105 Novartis shares in Q4 2022, an estimated $8.84K.
Novartis made up 0.72% of Aevitas Wealth Management's portfolio in Q4 2022, its #37 holding.
Aevitas Wealth Management first reported a position in Novartis in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Novartis position peaked at $1.66M in Q2 2021.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.