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FourThought Financial Partners’s Novartis NVS Stock Holding History

FourThought Financial Partners’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
2023
Q4 		– Sell
-4,862
Closed -$495K – 331
2023
Q3 		$495K Sell
4,862
-575
-11% -$58.4K 0.07% 186
2023
Q2 		$549K Sell
5,437
-955
-15% -$95.5K 0.07% 178
2023
Q1 		$588K Sell
6,392
-704
-10% -$61.5K 0.08% 164
2022
Q4 		$644K Buy
+7,096
New +$598K 0.09% 159

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FourThought Financial Partners's NVS Position: Q4 2023 in Review

FourThought Financial Partners sold out of Novartis (NVS) in Q4 2023, closing a stake of 4,862 shares — an estimated $495K sold.

FourThought Financial Partners first reported a position in NVS in Q4 2022 and held it in 4 quarters. The position peaked at $644K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • FourThought Financial Partners reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 4,862 Novartis shares in Q4 2023, an estimated $495K.
  • FourThought Financial Partners first reported a position in Novartis in Q4 2022 and held it in 4 quarters.
  • FourThought Financial Partners's Novartis position peaked at $644K in Q4 2022.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on FourThought Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.