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Buttonwood Financial Advisors’s Novartis NVS Stock Holding History

Buttonwood Financial Advisors’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
Q2 		– Sell
-2,330
Closed -$225K – 105
2024
Q1 		$225K Sell
2,330
-445
-16% -$45.6K 0.11% 98
2023
Q4 		$280K Hold
2,775
– – 0.15% 87
2023
Q3 		$283K Buy
+2,775
New +$282K 0.18% 87

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Buttonwood Financial Advisors's NVS Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Novartis (NVS) in Q2 2024, closing a stake of 2,330 shares — an estimated $225K sold.

Buttonwood Financial Advisors first reported a position in NVS in Q3 2023 and held it in 3 quarters. The position peaked at $283K in Q3 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Buttonwood Financial Advisors reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 2,330 Novartis shares in Q2 2024, an estimated $225K.
  • Buttonwood Financial Advisors first reported a position in Novartis in Q3 2023 and held it in 3 quarters.
  • Buttonwood Financial Advisors's Novartis position peaked at $283K in Q3 2023.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.