Financial Synergies Wealth Advisors’s Novartis NVS Stock Holding History

Financial Synergies 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	-208	Closed	-$20.1K	–	327
2024 Q1	$20.1K	Hold	208	–	–	﹤0.01%	195
2023 Q4	$18.9K	Hold	208	–	–	﹤0.01%	143
2023 Q3	$21.2K	Hold	208	–	–	﹤0.01%	170
2023 Q2	$21K	Sell	208 -96	-32%	-$9.6K	﹤0.01%	163
2023 Q1	$28K	Buy	304 +96	+46%	+$8.38K	﹤0.01%	148
2022 Q4	$18.9K	Buy	+208	New	+$17.5K	﹤0.01%	143

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

Financial Synergies Wealth Advisors's NVS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Novartis (NVS) in Q2 2024, closing a stake of 208 shares — an estimated $20.1K sold.

Financial Synergies Wealth Advisors first reported a position in NVS in Q4 2022 and held it in 6 quarters. The position peaked at $28K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 208 Novartis shares in Q2 2024, an estimated $20.1K.
Financial Synergies Wealth Advisors first reported a position in Novartis in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Novartis position peaked at $28K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.