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Capital Directions Investment Advisors’s Novartis NVS Stock Holding History

Capital Directions Investment 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
2022
Q2 		– Sell
-103
Closed -$9K – 266
2022
Q1 		$9K Buy
+103
New +$8.92K ﹤0.01% 237

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Directions Investment Advisors's NVS Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Novartis (NVS) in Q2 2022, closing a stake of 103 shares — an estimated $9K sold.

Capital Directions Investment Advisors first reported a position in NVS in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 1,141 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 103 Novartis shares in Q2 2022, an estimated $9K.
  • Capital Directions Investment Advisors first reported a position in Novartis in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Novartis position peaked at $9K in Q1 2022.
  • 1,141 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.