Aveo Capital Partners’s Novartis NVS Stock Holding History

Aveo Capital 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
2024 Q2	–	Sell	-2,593	Closed	-$252K	–	357
2024 Q1	$252K	Buy	2,593 +84	+3%	+$8.61K	0.03%	317
2023 Q4	$253K	Buy	2,509 +275	+12%	+$26.5K	0.03%	294
2023 Q3	$228K	Sell	2,234 -125	-5%	-$12.7K	0.03%	307
2023 Q2	$238K	Sell	2,359 -3,195	-58%	-$320K	0.03%	306
2023 Q1	$511K	Buy	5,554 +186	+3%	+$16.2K	0.07%	188
2022 Q4	$487K	Buy	5,368 +105	+2%	+$8.84K	0.07%	192
2022 Q3	$400K	Buy	5,263 +170	+3%	+$14.1K	0.07%	184
2022 Q2	$431K	Buy	5,093 +1,918	+60%	+$168K	0.07%	188
2022 Q1	$279K	Buy	3,175 +156	+5%	+$13.5K	0.05%	221
2021 Q4	$264K	Buy	3,019 +59	+2%	+$4.9K	0.05%	241
2021 Q3	$242K	Sell	2,960 -1,424	-32%	-$128K	0.05%	229
2021 Q2	$400K	Sell	4,384 -28	-0.6%	-$2.49K	0.09%	181
2021 Q1	$377K	Buy	+4,412	New	+$396K	0.1%	166

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

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

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Aveo Capital Partners's NVS Position: Q2 2024 in Review

Aveo Capital Partners sold out of Novartis (NVS) in Q2 2024, closing a stake of 2,593 shares — an estimated $252K sold.

Aveo Capital Partners first reported a position in NVS in Q1 2021 and held it in 13 quarters. The position peaked at $511K in Q1 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Aveo Capital Partners reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 2,593 Novartis shares in Q2 2024, an estimated $252K.
Aveo Capital Partners first reported a position in Novartis in Q1 2021 and held it in 13 quarters.
Aveo Capital Partners's Novartis position peaked at $511K in Q1 2023.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.