Buck Wealth Strategies’s Novartis NVS Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-30	Closed	-$3.08K	–	266
2023 Q3	$3.08K	Hold	30	–	–	﹤0.01%	274
2023 Q2	$3.05K	Hold	30	–	–	﹤0.01%	217
2023 Q1	$2.78K	Buy	+30	New	+$2.62K	﹤0.01%	164

Other funds holding NVS

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Buck Wealth Strategies's NVS Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Novartis (NVS) in Q4 2023, closing a stake of 30 shares — an estimated $3.08K sold.

Buck Wealth Strategies first reported a position in NVS in Q1 2023 and held it in 3 quarters. The position peaked at $3.08K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Buck Wealth Strategies reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 30 Novartis shares in Q4 2023, an estimated $3.08K.
Buck Wealth Strategies first reported a position in Novartis in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Novartis position peaked at $3.08K in Q3 2023.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.