Blackston Financial Advisory Group’s Novartis NVS Stock Holding History

Blackston Financial Advisory Group’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 Q2	–	Sell	-4,341	Closed	-$355K	–	104
2022 Q1	$355K	Buy	4,341 +509	+13%	+$44.1K	0.23%	54
2021 Q4	$335K	Buy	+3,832	New	+$318K	0.19%	59

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Blackston Financial Advisory Group's NVS Position: Q2 2022 in Review

Blackston Financial Advisory Group sold out of Novartis (NVS) in Q2 2022, closing a stake of 4,341 shares — an estimated $355K sold.

Blackston Financial Advisory Group first reported a position in NVS in Q4 2021 and held it in 2 quarters. The position peaked at $355K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Blackston Financial Advisory Group reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Blackston Financial Advisory Group sold 4,341 Novartis shares in Q2 2022, an estimated $355K.
Blackston Financial Advisory Group first reported a position in Novartis in Q4 2021 and held it in 2 quarters.
Blackston Financial Advisory Group's Novartis position peaked at $355K in Q1 2022.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2022, filed 11 Aug 2022.