Dixon Hughes Goodman Wealth Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$34K Buy
385
+18
+5% +$1.56K 0.01% 360
2021
Q4
$32K Buy
+367
New +$30.5K 0.01% 308

Other funds holding NVS

Dixon Hughes Goodman Wealth Advisors's NVS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Novartis (NVS) stake by 4.9% in Q1 2022, buying an estimated $1.56K and bringing the position to 385 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #360.

Dixon Hughes Goodman Wealth Advisors first reported a position in NVS in Q4 2021 and has held it in 2 quarters since. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 385 shares of Novartis worth $34K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 18 Novartis shares in Q1 2022, an estimated $1.56K.
  • Novartis made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #360 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Novartis in Q4 2021 and has held it in 2 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.