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Atlanta Consulting Group Advisors’s Novartis NVS Stock Holding History

Atlanta Consulting Group Advisors’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
2024
Q4 		– Sell
-2,754
Closed -$317K – 192
2024
Q3 		$317K Buy
+2,754
New +$312K 0.08% 169

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atlanta Consulting Group Advisors's NVS Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of Novartis (NVS) in Q4 2024, closing a stake of 2,754 shares — an estimated $317K sold.

Atlanta Consulting Group Advisors first reported a position in NVS in Q3 2024 and held it in 1 quarter. The position peaked at $317K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 2,754 Novartis shares in Q4 2024, an estimated $317K.
  • Atlanta Consulting Group Advisors first reported a position in Novartis in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's Novartis position peaked at $317K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.