Brewin Dolphin Wealth Management’s Novartis NVS Stock Holding History

Brewin Dolphin 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
2022 Q2	–	Sell	-67	Closed	-$6K	–	373
2022 Q1	$6K	Buy	+67	New	+$5.8K	﹤0.01%	309

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

Brewin Dolphin Wealth Management's NVS Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of Novartis (NVS) in Q2 2022, closing a stake of 67 shares — an estimated $6K sold.

Brewin Dolphin Wealth Management first reported a position in NVS in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Brewin Dolphin Wealth Management reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 67 Novartis shares in Q2 2022, an estimated $6K.
Brewin Dolphin Wealth Management first reported a position in Novartis in Q1 2022 and held it in 1 quarter.
Brewin Dolphin Wealth Management's Novartis position peaked at $6K in Q1 2022.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.