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DT Investment Partners’s Novartis NVS Stock Holding History

DT Investment 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
2023
Q2 		– Sell
-255
Closed -$26.1K – 474
2023
Q1 		$26.1K Buy
+255
New +$22.3K ﹤0.01% 244
2022
Q4 		– Sell
-66
Closed -$5K – 496
2022
Q3 		$5K Buy
+66
New +$5.47K ﹤0.01% 367

Other funds holding NVS

Dodge & Cox
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DT Investment Partners's NVS Position: Q2 2023 in Review

DT Investment Partners sold out of Novartis (NVS) in Q2 2023, closing a stake of 255 shares — an estimated $26.1K sold.

DT Investment Partners first reported a position in NVS in Q3 2022 and held it in 2 quarters. The position peaked at $26.1K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • DT Investment Partners reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
  • DT Investment Partners sold 255 Novartis shares in Q2 2023, an estimated $26.1K.
  • DT Investment Partners first reported a position in Novartis in Q3 2022 and held it in 2 quarters.
  • DT Investment Partners's Novartis position peaked at $26.1K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on DT Investment Partners's 13F filing for Q2 2023, filed 28 Aug 2023.