Coastal Bridge Advisors’s Novartis NVS Stock Holding History

Coastal Bridge 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	-2,838	Closed	-$216K	–	187
2022 Q3	$216K	Buy	+2,838	New	+$235K	0.06%	137

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Coastal Bridge Advisors's NVS Position: Q4 2022 in Review

Coastal Bridge Advisors sold out of Novartis (NVS) in Q4 2022, closing a stake of 2,838 shares — an estimated $216K sold.

Coastal Bridge Advisors first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Coastal Bridge Advisors reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 2,838 Novartis shares in Q4 2022, an estimated $216K.
Coastal Bridge Advisors first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
Coastal Bridge Advisors's Novartis position peaked at $216K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Coastal Bridge Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.