Blue Bell Private Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-431
Closed -$36K 805
2022
Q2
$36K Hold
431
0.01% 245
2022
Q1
$38K Hold
431
0.01% 250
2021
Q4
$38K Buy
+431
New +$35.8K 0.01% 229

Other funds holding NVS

Blue Bell Private Wealth Management's NVS Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Novartis (NVS) in Q3 2022, closing a stake of 431 shares — an estimated $36K sold.

Blue Bell Private Wealth Management first reported a position in NVS in Q4 2021 and held it in 3 quarters. The position peaked at $38K in Q1 2022. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 431 Novartis shares in Q3 2022, an estimated $36K.
  • Blue Bell Private Wealth Management first reported a position in Novartis in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Novartis position peaked at $38K in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.