DFPG Investments’s Novartis NVS Stock Holding History

DFPG Investments’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 Q3	–	Sell	-2,070	Closed	-$214K	–	611
2023 Q2	$214K	Buy	+2,070	New	+$207K	0.02%	533

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

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

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

DFPG Investments's NVS Position: Q3 2023 in Review

DFPG Investments sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,070 shares — an estimated $214K sold.

DFPG Investments first reported a position in NVS in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

DFPG Investments reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 2,070 Novartis shares in Q3 2023, an estimated $214K.
DFPG Investments first reported a position in Novartis in Q2 2023 and held it in 1 quarter.
DFPG Investments's Novartis position peaked at $214K in Q2 2023.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.