Avitas Wealth Management’s Novartis NVS Stock Holding History

Avitas 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
2022 Q3	–	Sell	-2,876	Closed	-$243K	–	210
2022 Q2	$243K	Buy	+2,876	New	+$252K	0.05%	177
2021 Q3	–	Sell	-39,500	Closed	-$3.6M	–	203
2021 Q2	$3.6M	Buy	39,500 +1,166	+3%	+$104K	0.64%	58
2021 Q1	$3.28M	Buy	38,334 +9,050	+31%	+$812K	0.64%	53
2020 Q4	$2.77M	Buy	29,284 +581	+2%	+$50.8K	0.56%	64
2020 Q3	$2.5M	Buy	28,703 +261	+0.9%	+$22.6K	0.7%	45
2020 Q2	$2.48M	Sell	28,442 -744	-3%	-$64.2K	0.82%	39
2020 Q1	$2.41M	Sell	29,186 -9,527	-25%	-$850K	1.1%	29
2019 Q4	$3.67M	Buy	38,713 +132	+0.3%	+$11.8K	0.94%	35
2019 Q3	$3.35M	Buy	38,581 +6,935	+22%	+$623K	0.93%	39
2019 Q2	$2.89M	Sell	31,646 -9,956	-24%	-$843K	0.8%	53
2019 Q1	$3.58M	Buy	41,602 +408	+1%	+$32.8K	1.04%	29
2018 Q4	$3.17M	Buy	+41,194	New	+$3.21M	1.04%	33

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Avitas Wealth Management's NVS Position: Q3 2022 in Review

Avitas Wealth Management sold out of Novartis (NVS) in Q3 2022, closing a stake of 2,876 shares — an estimated $243K sold.

Avitas Wealth Management first reported a position in NVS in Q4 2018 and held it in 12 quarters. The position peaked at $3.67M in Q4 2019. 1,089 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Avitas Wealth Management reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 2,876 Novartis shares in Q3 2022, an estimated $243K.
Avitas Wealth Management first reported a position in Novartis in Q4 2018 and held it in 12 quarters.
Avitas Wealth Management's Novartis position peaked at $3.67M in Q4 2019.
1,089 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.