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Clear Point Advisors’s Novartis NVS Stock Holding History

Clear Point 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
Q4 		– Sell
-64
Closed -$7.36K – 390
2024
Q3 		$7.36K Hold
64
– – 0.01% 362
2024
Q2 		$6.81K Hold
64
– – 0.01% 366
2024
Q1 		$6.19K Hold
64
– – 0.01% 370
2023
Q4 		$6.46K Buy
+64
New +$6.18K 0.01% 353

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Clear Point Advisors's NVS Position: Q4 2024 in Review

Clear Point Advisors sold out of Novartis (NVS) in Q4 2024, closing a stake of 64 shares — an estimated $7.36K sold.

Clear Point Advisors first reported a position in NVS in Q4 2023 and held it in 4 quarters. The position peaked at $7.36K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Clear Point Advisors reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 64 Novartis shares in Q4 2024, an estimated $7.36K.
  • Clear Point Advisors first reported a position in Novartis in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Novartis position peaked at $7.36K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.