Better Money Decisions’s Novartis NVS Stock Holding History

Better Money Decisions’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	-288	Closed	-$24K	–	311
2022 Q2	$24K	Buy	+288	New	+$25.3K	0.02%	205
2021 Q4	–	Sell	-454	Closed	-$37K	–	410
2021 Q3	$37K	Hold	454	–	–	0.03%	187
2021 Q2	$41K	Buy	454 +1	+0.2%	+$89	0.04%	170
2021 Q1	$39K	Buy	+453	New	+$40.7K	0.04%	140

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

Better Money Decisions's NVS Position: Q3 2022 in Review

Better Money Decisions sold out of Novartis (NVS) in Q3 2022, closing a stake of 288 shares — an estimated $24K sold.

Better Money Decisions first reported a position in NVS in Q1 2021 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Better Money Decisions reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 288 Novartis shares in Q3 2022, an estimated $24K.
Better Money Decisions first reported a position in Novartis in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Novartis position peaked at $41K in Q2 2021.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.