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Castle Wealth Management’s Novartis NVS Stock Holding History

Castle 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
Q4 		– Sell
-47
Closed -$4K – 446
2022
Q3 		$4K Hold
47
– – ﹤0.01% 512
2022
Q2 		$4K Buy
+47
New +$4.12K ﹤0.01% 510

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
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

Castle Wealth Management's NVS Position: Q4 2022 in Review

Castle Wealth Management sold out of Novartis (NVS) in Q4 2022, closing a stake of 47 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in NVS in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

  • Castle Wealth Management reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 47 Novartis shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in Novartis in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Novartis position peaked at $4K in Q3 2022.
  • 1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.