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Connectus Wealth’s Novartis NVS Stock Holding History

Connectus Wealth’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
Q1 		$266K Sell
2,646
-8,399
-76% -$861K 0.01% 335
2023
Q4 		$1.12M Buy
11,045
+8,399
+317% +$811K 0.02% 323
2023
Q3 		$270K Buy
+2,646
New +$269K 0.01% 438
2022
Q2 		– Sell
-8,271
Closed -$727K – 462
2022
Q1 		$727K Sell
8,271
-5,360
-39% -$464K 0.02% 278
2021
Q4 		$1.2M Buy
+13,631
New +$1.13M 0.05% 199

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connectus Wealth's NVS Position: Q1 2024 in Review

Connectus Wealth reduced its Novartis (NVS) stake by 76% in Q1 2024, selling an estimated $861K and leaving 2,646 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #335.

Connectus Wealth first reported a position in NVS in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2021. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Connectus Wealth held 2,646 shares of Novartis worth $266K as of Q1 2024.
  • Connectus Wealth sold 8,399 Novartis shares in Q1 2024, an estimated $861K.
  • Novartis made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #335 holding.
  • Connectus Wealth first reported a position in Novartis in Q4 2021 and has held it in 5 quarters since.
  • Connectus Wealth's Novartis position peaked at $1.2M in Q4 2021.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.