Colonial River Investments’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,547
Closed -$661K 167
2023
Q2
$661K Buy
+6,547
New +$655K 0.43% 65

Other funds holding NVS

Colonial River Investments's NVS Position: Q3 2023 in Review

Colonial River Investments sold out of Novartis (NVS) in Q3 2023, closing a stake of 6,547 shares — an estimated $661K sold.

Colonial River Investments first reported a position in NVS in Q2 2023 and held it in 1 quarter. The position peaked at $661K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

  • Colonial River Investments reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
  • Colonial River Investments sold 6,547 Novartis shares in Q3 2023, an estimated $661K.
  • Colonial River Investments first reported a position in Novartis in Q2 2023 and held it in 1 quarter.
  • Colonial River Investments's Novartis position peaked at $661K in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Colonial River Investments's 13F filing for Q3 2023, filed 3 Nov 2023.