Coppell Advisory Solutions Corp’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-154
Closed -$14K 774
2022
Q4
$14K Buy
+154
New +$13K ﹤0.01% 555

Other funds holding NVS

Coppell Advisory Solutions Corp's NVS Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Novartis (NVS) in Q1 2023, closing a stake of 154 shares — an estimated $14K sold.

Coppell Advisory Solutions Corp first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 154 Novartis shares in Q1 2023, an estimated $14K.
  • Coppell Advisory Solutions Corp first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Novartis position peaked at $14K in Q4 2022.
  • 1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.