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Capstone Financial Advisors’s Novartis NVS Stock Holding History

Capstone 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
2022
Q4 		– Sell
-3,479
Closed -$264K – 144
2022
Q3 		$264K Buy
+3,479
New +$288K 0.02% 101

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Primecap Management
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capstone Financial Advisors's NVS Position: Q4 2022 in Review

Capstone Financial Advisors sold out of Novartis (NVS) in Q4 2022, closing a stake of 3,479 shares — an estimated $264K sold.

Capstone Financial Advisors first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $264K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

  • Capstone Financial Advisors reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,479 Novartis shares in Q4 2022, an estimated $264K.
  • Capstone Financial Advisors first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
  • Capstone Financial Advisors's Novartis position peaked at $264K in Q3 2022.
  • 1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Capstone Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.