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Castleview Partners’s Novartis NVS Stock Holding History

Castleview Partners’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
Q3 		– Sell
-77
Closed -$8.2K – 787
2024
Q2 		$8.2K Hold
77
– – ﹤0.01% 552
2024
Q1 		$7.45K Hold
77
– – ﹤0.01% 561
2023
Q4 		$7.78K Hold
77
– – 0.01% 536
2023
Q3 		$7.84K Hold
77
– – 0.01% 443
2023
Q2 		$7.77K Hold
77
– – 0.01% 459
2023
Q1 		$7.08K Hold
77
– – 0.01% 462
2022
Q4 		$6.99K Sell
77
-100
-56% -$8.42K 0.01% 412
2022
Q3 		$13K Buy
177
+37
+26% +$3.07K 0.01% 355
2022
Q2 		$102 Sell
140
-887
-86% -$77.8K ﹤0.01% 749
2022
Q1 		$90K Buy
+1,027
New +$88.9K 0.06% 252
2021
Q2 		$78K Buy
+850
New +$75.7K 0.03% 332

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Castleview Partners's NVS Position: Q3 2024 in Review

Castleview Partners sold out of Novartis (NVS) in Q3 2024, closing a stake of 77 shares — an estimated $8.2K sold.

Castleview Partners first reported a position in NVS in Q2 2021 and held it in 11 quarters. The position peaked at $90K in Q1 2022. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Castleview Partners reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 77 Novartis shares in Q3 2024, an estimated $8.2K.
  • Castleview Partners first reported a position in Novartis in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's Novartis position peaked at $90K in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.