Encompass Wealth Advisors’s Novartis NVS Stock Holding History

Encompass Wealth Advisors’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 Q2	–	Sell	-3,932	Closed	-$380K	–	291
2024 Q1	$380K	Buy	+3,932	New	+$403K	0.1%	172

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Encompass Wealth Advisors's NVS Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of Novartis (NVS) in Q2 2024, closing a stake of 3,932 shares — an estimated $380K sold.

Encompass Wealth Advisors first reported a position in NVS in Q1 2024 and held it in 1 quarter. The position peaked at $380K in Q1 2024. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Encompass Wealth Advisors reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 3,932 Novartis shares in Q2 2024, an estimated $380K.
Encompass Wealth Advisors first reported a position in Novartis in Q1 2024 and held it in 1 quarter.
Encompass Wealth Advisors's Novartis position peaked at $380K in Q1 2024.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.