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Bard Financial Services’s Novartis NVS Stock Holding History

Bard Financial Services’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
-6,125
Closed -$418K – 297
2022
Q2 		$418K Hold
6,125
– – 0.04% 207
2022
Q1 		$537K Sell
6,125
-375
-6% -$32.5K 0.04% 186
2021
Q4 		$569K Hold
6,500
– – 0.05% 179
2021
Q3 		$532K Hold
6,500
– – 0.05% 181
2021
Q2 		$593K Hold
6,500
– – 0.05% 175
2021
Q1 		$556K Sell
6,500
-180
-3% -$16.2K 0.05% 170
2020
Q4 		$631K Buy
+6,680
New +$584K 0.06% 165

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bard Financial Services's NVS Position: Q3 2022 in Review

Bard Financial Services sold out of Novartis (NVS) in Q3 2022, closing a stake of 6,125 shares — an estimated $418K sold.

Bard Financial Services first reported a position in NVS in Q4 2020 and held it in 7 quarters. The position peaked at $631K in Q4 2020. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

  • Bard Financial Services reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
  • Bard Financial Services sold 6,125 Novartis shares in Q3 2022, an estimated $418K.
  • Bard Financial Services first reported a position in Novartis in Q4 2020 and held it in 7 quarters.
  • Bard Financial Services's Novartis position peaked at $631K in Q4 2020.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Bard Financial Services's 13F filing for Q3 2022, filed 26 Oct 2022.