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Freedman Financial Associates’s Novartis NVS Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-27
Closed -$2K – 283
2022
Q1 		$2K Hold
27
– – ﹤0.01% 461
2021
Q4 		$2K Hold
27
– – ﹤0.01% 435
2021
Q3 		$2K Hold
27
– – ﹤0.01% 449
2021
Q2 		$2K Hold
27
– – ﹤0.01% 441
2021
Q1 		$2K Hold
27
– – ﹤0.01% 443
2020
Q4 		$3K Buy
+27
New +$2.36K ﹤0.01% 421

Other funds holding NVS

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Freedman Financial Associates's NVS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Novartis (NVS) in Q2 2022, closing a stake of 27 shares — an estimated $2K sold.

Freedman Financial Associates first reported a position in NVS in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 27 Novartis shares in Q2 2022, an estimated $2K.
  • Freedman Financial Associates first reported a position in Novartis in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Novartis position peaked at $3K in Q4 2020.
  • 1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.