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Curi Wealth Management’s Novartis NVS Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-547
Closed -$46K – 531
2022
Q2 		$46K Buy
+547
New +$48K 0.01% 234
2021
Q1 		– Sell
-649
Closed -$61K – 359
2020
Q4 		$61K Buy
+649
New +$56.7K 0.04% 144

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Curi Wealth Management's NVS Position: Q3 2022 in Review

Curi Wealth Management sold out of Novartis (NVS) in Q3 2022, closing a stake of 547 shares — an estimated $46K sold.

Curi Wealth Management first reported a position in NVS in Q4 2020 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

  • Curi Wealth Management reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 547 Novartis shares in Q3 2022, an estimated $46K.
  • Curi Wealth Management first reported a position in Novartis in Q4 2020 and held it in 2 quarters.
  • Curi Wealth Management's Novartis position peaked at $61K in Q4 2020.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.