Freedom Wealth Alliance’s Novartis NVS Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-450	Closed	-$40.8K	–	324
2022 Q4	$40.8K	Buy	+450	New	+$37.9K	0.06%	136

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Freedom Wealth Alliance's NVS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Novartis (NVS) in Q1 2023, closing a stake of 450 shares — an estimated $40.8K sold.

Freedom Wealth Alliance first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $40.8K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Freedom Wealth Alliance reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 450 Novartis shares in Q1 2023, an estimated $40.8K.
Freedom Wealth Alliance first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Novartis position peaked at $40.8K in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.