Curated Wealth Partners’s Novartis NVS Stock Holding History

Curated Wealth Partners’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	–	Sell	-2,941	Closed	-$297K	–	230
2023 Q4	$297K	Hold	2,941	–	–	0.05%	118
2023 Q3	$300K	Sell	2,941 -1,227	-29%	-$125K	0.05%	105
2023 Q2	$421K	Hold	4,168	–	–	0.08%	78
2023 Q1	$383K	Sell	4,168 -286	-6%	-$25K	0.09%	82
2022 Q4	$404K	Sell	4,454 -761	-15%	-$64.1K	0.1%	75
2022 Q3	$396K	Sell	5,215 -1,004	-16%	-$83.2K	0.12%	77
2022 Q2	$526K	Buy	+6,219	New	+$546K	0.15%	59
2021 Q4	–	Sell	-5,308	Closed	-$434K	–	149
2021 Q3	$434K	Buy	5,308 +797	+18%	+$71.7K	0.24%	85
2021 Q2	$412K	Buy	4,511 +21	+0.5%	+$1.87K	0.22%	84
2021 Q1	$384K	Sell	4,490 -178	-4%	-$16K	0.24%	86
2020 Q4	$441K	Buy	+4,668	New	+$408K	0.29%	70

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Curated Wealth Partners's NVS Position: Q1 2024 in Review

Curated Wealth Partners sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,941 shares — an estimated $297K sold.

Curated Wealth Partners first reported a position in NVS in Q4 2020 and held it in 11 quarters. The position peaked at $526K in Q2 2022. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Curated Wealth Partners reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 2,941 Novartis shares in Q1 2024, an estimated $297K.
Curated Wealth Partners first reported a position in Novartis in Q4 2020 and held it in 11 quarters.
Curated Wealth Partners's Novartis position peaked at $526K in Q2 2022.
1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.