BKM Wealth Management’s Novartis NVS Stock Holding History

BKM 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
2024 Q3	–	Sell	-5,625	Closed	-$599K	–	165
2024 Q2	$599K	Buy	5,625 +328	+6%	+$32.9K	0.29%	94
2024 Q1	$512K	Buy	5,297 +4,732	+838%	+$485K	0.22%	104
2023 Q4	$57K	Buy	+565	New	+$54.5K	0.02%	246

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

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

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

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

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

BKM Wealth Management's NVS Position: Q3 2024 in Review

BKM Wealth Management sold out of Novartis (NVS) in Q3 2024, closing a stake of 5,625 shares — an estimated $599K sold.

BKM Wealth Management first reported a position in NVS in Q4 2023 and held it in 3 quarters. The position peaked at $599K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

BKM Wealth Management reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
BKM Wealth Management sold 5,625 Novartis shares in Q3 2024, an estimated $599K.
BKM Wealth Management first reported a position in Novartis in Q4 2023 and held it in 3 quarters.
BKM Wealth Management's Novartis position peaked at $599K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on BKM Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.