Ahrens Investment Partners’s Novartis NVS Stock Holding History

Ahrens Investment Partners’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	$87.4K	Buy	+950	New	+$83K	0.04%	235
2022 Q3	–	Sell	-511	Closed	-$43K	–	661
2022 Q2	$43K	Hold	511	–	–	0.02%	358
2022 Q1	$45K	Buy	511 +2	+0.4%	+$173	0.01%	414
2021 Q4	$45K	Buy	+509	New	+$42.3K	0.02%	422

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Ahrens Investment Partners's NVS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Novartis (NVS) in Q1 2023: 950 shares worth $87.4K. The stake represents 0.04% of the portfolio and ranks #235 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NVS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NVS in Q4 2021 and has held it in 4 quarters since. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Ahrens Investment Partners held 950 shares of Novartis worth $87.4K as of Q1 2023.
Novartis was a new Ahrens Investment Partners position in Q1 2023.
Novartis made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #235 holding.
Ahrens Investment Partners first reported a position in Novartis in Q4 2021 and has held it in 4 quarters since.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.