Financial Enhancement Group’s Novartis NVS Stock Holding History

Financial Enhancement Group’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
2022 Q4	–	Sell	-45	Closed	-$3K	–	248
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	225
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	210
2022 Q1	$4K	Buy	+45	New	+$3.9K	﹤0.01%	216
2020 Q4	–	Sell	-37	Closed	-$3K	–	306
2020 Q3	$3K	Hold	37	–	–	﹤0.01%	203
2020 Q2	$3K	Hold	37	–	–	﹤0.01%	205
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	230
2019 Q4	$4K	Hold	37	–	–	﹤0.01%	221
2019 Q3	$3K	Hold	37	–	–	﹤0.01%	247
2019 Q2	$3K	Sell	37 -239	-87%	-$20.2K	﹤0.01%	242
2019 Q1	$24K	Buy	+276	New	+$22.2K	0.01%	168

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Enhancement Group's NVS Position: Q4 2022 in Review

Financial Enhancement Group sold out of Novartis (NVS) in Q4 2022, closing a stake of 45 shares — an estimated $3K sold.

Financial Enhancement Group first reported a position in NVS in Q1 2019 and held it in 10 quarters. The position peaked at $24K in Q1 2019. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Financial Enhancement Group reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 45 Novartis shares in Q4 2022, an estimated $3K.
Financial Enhancement Group first reported a position in Novartis in Q1 2019 and held it in 10 quarters.
Financial Enhancement Group's Novartis position peaked at $24K in Q1 2019.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.