Alterna Wealth Management’s Novartis NVS Stock Holding History

Alterna 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 Q3	–	Sell	-2,409	Closed	-$243K	–	99
2023 Q2	$243K	Buy	+2,409	New	+$241K	0.28%	78
2020 Q1	–	Sell	-2,757	Closed	-$261K	–	102
2019 Q4	$261K	Buy	2,757 +339	+14%	+$30.4K	0.29%	85
2019 Q3	$210K	Buy	+2,418	New	+$217K	0.25%	108
2019 Q1	–	Sell	-2,983	Closed	-$223K	–	262
2018 Q4	$223K	Buy	+2,983	New	+$232K	0.04%	313

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Alterna Wealth Management's NVS Position: Q3 2023 in Review

Alterna Wealth Management sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,409 shares — an estimated $243K sold.

Alterna Wealth Management first reported a position in NVS in Q4 2018 and held it in 4 quarters. The position peaked at $261K in Q4 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Alterna Wealth Management reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Alterna Wealth Management sold 2,409 Novartis shares in Q3 2023, an estimated $243K.
Alterna Wealth Management first reported a position in Novartis in Q4 2018 and held it in 4 quarters.
Alterna Wealth Management's Novartis position peaked at $261K in Q4 2019.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.