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BDO Wealth Advisors’s Novartis NVS Stock Holding History

BDO Wealth 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
2023
Q2 		$620K Buy
6,146
+86
+1% +$8.6K 0.07% 158
2023
Q1 		$558K Sell
6,060
-453
-7% -$39.6K 0.07% 160
2022
Q4 		$591K Buy
6,513
+645
+11% +$54.3K 0.07% 162
2022
Q3 		$446K Buy
5,868
+325
+6% +$26.9K 0.06% 177
2022
Q2 		$469K Sell
5,543
-149
-3% -$13.1K 0.06% 180
2022
Q1 		$499K Sell
5,692
-275
-5% -$23.8K 0.05% 180
2021
Q4 		$522K Sell
5,967
-601
-9% -$49.9K 0.06% 180
2021
Q3 		$537K Sell
6,568
-657
-9% -$59.1K 0.06% 174
2021
Q2 		$659K Buy
7,225
+3,061
+74% +$273K 0.07% 166
2021
Q1 		$356K Sell
4,164
-879
-17% -$78.9K 0.04% 212
2020
Q4 		$476K Buy
5,043
+38
+0.8% +$3.32K 0.07% 148
2020
Q3 		$435K Sell
5,005
-3
-0.1% -$260 0.07% 141
2020
Q2 		$437K Buy
5,008
+138
+3% +$11.9K 0.08% 134
2020
Q1 		$402K Buy
4,870
+1,049
+27% +$93.6K 0.08% 134
2019
Q4 		$362K Buy
3,821
+207
+6% +$18.6K 0.09% 130
2019
Q3 		$314K Sell
3,614
-195
-5% -$17.5K 0.08% 150
2019
Q2 		$348K Buy
3,809
+498
+15% +$42.1K 0.09% 133
2019
Q1 		$285K Buy
3,311
+782
+31% +$62.8K 0.08% 142
2018
Q4 		$194K Buy
2,529
+878
+53% +$68.3K 0.07% 152
2018
Q3 		$127K Buy
1,651
+112
+7% +$8.28K 0.04% 194
2018
Q2 		$104K Buy
1,539
+127
+9% +$8.76K 0.04% 213
2018
Q1 		$102K Buy
1,412
+441
+45% +$33.6K 0.04% 184
2017
Q4 		$73K Buy
971
+112
+13% +$8.45K 0.03% 177
2017
Q3 		$66K Buy
859
+357
+71% +$27K 0.03% 170
2017
Q2 		$38K Buy
+502
New +$35.6K 0.02% 255

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's NVS Position: Q2 2023 in Review

BDO Wealth Advisors increased its Novartis (NVS) stake by 1.4% in Q2 2023, buying an estimated $8.6K and bringing the position to 6,146 shares worth $620K. The position accounts for 0.07% of the portfolio, ranked #158.

BDO Wealth Advisors first reported a position in NVS in Q2 2017 and has held it in 25 quarters since. The position peaked at $659K in Q2 2021. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • BDO Wealth Advisors held 6,146 shares of Novartis worth $620K as of Q2 2023.
  • BDO Wealth Advisors bought 86 Novartis shares in Q2 2023, an estimated $8.6K.
  • Novartis made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #158 holding.
  • BDO Wealth Advisors first reported a position in Novartis in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Novartis position peaked at $659K in Q2 2021.
  • 1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.