Clearview Wealth Advisors’s Novartis NVS Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-18	Closed	-$1.82K	–	446
2023 Q2	$1.82K	Buy	+18	New	+$1.8K	﹤0.01%	544
2021 Q4	–	Sell	-600	Closed	-$49K	–	721
2021 Q3	$49K	Hold	600	–	–	0.03%	235
2021 Q2	$55K	Hold	600	–	–	0.03%	233
2021 Q1	$51K	Hold	600	–	–	0.03%	223
2020 Q4	$57K	Buy	+600	New	+$52.4K	0.04%	186

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearview Wealth Advisors's NVS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Novartis (NVS) in Q3 2023, closing a stake of 18 shares — an estimated $1.82K sold.

Clearview Wealth Advisors first reported a position in NVS in Q4 2020 and held it in 5 quarters. The position peaked at $57K in Q4 2020. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Clearview Wealth Advisors reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 18 Novartis shares in Q3 2023, an estimated $1.82K.
Clearview Wealth Advisors first reported a position in Novartis in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's Novartis position peaked at $57K in Q4 2020.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.