Financial Architects (New Jersey)’s Novartis NVS Stock Holding History

Financial Architects (New Jersey)’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
2015 Q2	–	Sell	-4	Closed	-$6K	–	1242
2015 Q1	$6K	Hold	4	–	–	﹤0.01%	840
2014 Q4	$3K	Sell	4 -442	-99%	-$36.6K	﹤0.01%	904
2014 Q3	$4K	Buy	+446	New	+$36.1K	﹤0.01%	779

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s NVS Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Novartis (NVS) stake by 1.5% in Q2 2023, selling an estimated $12.8K and leaving 8,679 shares worth $876K. The position accounts for 0.13% of the portfolio, ranked #154.

Financial Architects (New Jersey) first reported a position in NVS in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.39M in Q1 2015. 1,201 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Financial Architects (New Jersey) held 8,679 shares of Novartis worth $876K as of Q2 2023.
Financial Architects (New Jersey) sold 128 Novartis shares in Q2 2023, an estimated $12.8K.
Novartis made up 0.13% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #154 holding.
Financial Architects (New Jersey) first reported a position in Novartis in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s Novartis position peaked at $2.39M in Q1 2015.
1,201 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.