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 $191B AUM 17.5% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Foresight Wealth Management's NVS Position: Q4 2022 in Review

Foresight Wealth Management sold out of Novartis (NVS) in Q4 2022, closing a stake of 9,696 shares — an estimated $737K sold.

Foresight Wealth Management first reported a position in NVS in Q4 2020 and held it in 8 quarters. The position peaked at $770K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Foresight Wealth Management reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 9,696 Novartis shares in Q4 2022, an estimated $737K.
Foresight Wealth Management first reported a position in Novartis in Q4 2020 and held it in 8 quarters.
Foresight Wealth Management's Novartis position peaked at $770K in Q2 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.