Antonetti Capital Management’s Novartis NVS Stock Holding History

Antonetti Capital 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	$25.5K	Hold	250	–	–	0.04%	136
2023 Q2	$25.2K	Hold	250	–	–	0.04%	141
2023 Q1	$23K	Hold	250	–	–	0.03%	159
2022 Q4	$22.7K	Hold	250	–	–	0.03%	161
2022 Q3	$19K	Hold	250	–	–	0.02%	171
2022 Q2	$21K	Hold	250	–	–	0.02%	171
2022 Q1	$22K	Hold	250	–	–	0.02%	198
2021 Q4	$22K	Hold	250	–	–	0.02%	236
2021 Q3	$20K	Buy	+250	New	+$22.5K	0.02%	248

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

Antonetti Capital Management's NVS Position: Q3 2023 in Review

Antonetti Capital Management held its Novartis (NVS) position steady in Q3 2023 at 250 shares worth $25.5K. The position accounts for 0.04% of the portfolio, ranked #136.

Antonetti Capital Management first reported a position in NVS in Q3 2021 and has held it in 9 quarters since. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Antonetti Capital Management held 250 shares of Novartis worth $25.5K as of Q3 2023.
Antonetti Capital Management left its Novartis share count unchanged in Q3 2023.
Novartis made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #136 holding.
Antonetti Capital Management first reported a position in Novartis in Q3 2021 and has held it in 9 quarters since.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.