Foresight Wealth Management’s Novartis NVS Stock Holding History

Foresight Wealth Management’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	-9,696	Closed	-$737K	–	79
2022 Q3	$737K	Buy	9,696 +588	+6%	+$48.7K	0.17%	55
2022 Q2	$770K	Buy	9,108 +632	+7%	+$55.4K	0.16%	55
2022 Q1	$744K	Buy	8,476 +1,769	+26%	+$153K	0.14%	61
2021 Q4	$587K	Buy	6,707 +376	+6%	+$31.2K	0.01%	73
2021 Q3	$518K	Sell	6,331 -381	-6%	-$34.3K	0.1%	71
2021 Q2	$612K	Buy	6,712 +889	+15%	+$79.2K	0.14%	69
2021 Q1	$498K	Buy	5,823 +1,726	+42%	+$155K	0.13%	73
2020 Q4	$387K	Buy	+4,097	New	+$358K	0.1%	80

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital

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

Janus Henderson Group

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