Coulter & Justus Financial Services’s Novartis NVS Stock Holding History

Coulter & Justus Financial Services’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 Q2	–	Sell	-2,183	Closed	-$201K	–	48
2023 Q1	$201K	Sell	2,183 -627	-22%	-$54.8K	0.13%	47
2022 Q4	$255K	Hold	2,810	–	–	0.17%	45
2022 Q3	$214K	Buy	2,810 +200	+8%	+$16.6K	0.17%	43
2022 Q2	$221K	Buy	+2,610	New	+$229K	0.18%	45
2022 Q1	–	Sell	-2,610	Closed	-$228K	–	43
2021 Q4	$228K	Buy	+2,610	New	+$217K	0.18%	45

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Coulter & Justus Financial Services's NVS Position: Q2 2023 in Review

Coulter & Justus Financial Services sold out of Novartis (NVS) in Q2 2023, closing a stake of 2,183 shares — an estimated $201K sold.

Coulter & Justus Financial Services first reported a position in NVS in Q4 2021 and held it in 5 quarters. The position peaked at $255K in Q4 2022. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Coulter & Justus Financial Services reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Coulter & Justus Financial Services sold 2,183 Novartis shares in Q2 2023, an estimated $201K.
Coulter & Justus Financial Services first reported a position in Novartis in Q4 2021 and held it in 5 quarters.
Coulter & Justus Financial Services's Novartis position peaked at $255K in Q4 2022.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2023, filed 31 Jul 2023.