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Front Row Advisors’s Novartis NVS Stock Holding History

Front Row Advisors’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
2024
Q3 		– Sell
-564
Closed -$60K – 738
2024
Q2 		$60K Hold
564
– – 0.02% 249
2024
Q1 		$54.6K Buy
+564
New +$57.8K 0.02% 250
2023
Q4 		– Sell
-448
Closed -$45.6K – 705
2023
Q3 		$45.6K Buy
448
+29
+7% +$2.94K 0.02% 247
2023
Q2 		$42K Hold
419
– – 0.02% 259
2023
Q1 		$39K Sell
419
-3
-0.7% -$262 0.02% 270
2022
Q4 		$38K Sell
422
-76
-15% -$6.4K 0.02% 270
2022
Q3 		$38K Buy
498
+138
+38% +$11.4K 0.02% 268
2022
Q2 		$30K Sell
360
-12
-3% -$1.05K 0.01% 302
2022
Q1 		$33K Sell
372
-4
-1% -$346 0.01% 312
2021
Q4 		$33K Buy
376
+25
+7% +$2.08K 0.01% 321
2021
Q3 		$29K Hold
351
– – 0.01% 339
2021
Q2 		$33K Sell
351
-78
-18% -$6.95K 0.01% 322
2021
Q1 		$37K Sell
429
-1
-0.2% -$90 0.02% 293
2020
Q4 		$41K Hold
430
– – 0.02% 277
2020
Q3 		$39K Sell
430
-179
-29% -$15.5K 0.02% 275
2020
Q2 		$53K Buy
609
+95
+18% +$8.2K 0.03% 217
2020
Q1 		$44K Buy
514
+103
+25% +$9.19K 0.03% 230
2019
Q4 		$39K Sell
411
-28
-6% -$2.51K 0.03% 225
2019
Q3 		$38K Sell
439
-38
-8% -$3.41K 0.03% 226
2019
Q2 		$44K Sell
477
-82
-15% -$6.94K 0.03% 216
2019
Q1 		$48K Buy
559
+10
+2% +$803 0.04% 210
2018
Q4 		$42K Buy
549
+261
+91% +$20.3K 0.04% 212
2018
Q3 		$22 Buy
288
+34
+13% +$2.51K 0.02% 297
2018
Q2 		$19 Buy
254
+31
+14% +$2.14K 0.01% 342
2018
Q1 		$16K Hold
223
– – 0.01% 361
2017
Q4 		$17K Buy
+223
New +$16.8K 0.01% 357

Other funds holding NVS

Dodge & Cox
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Front Row Advisors's NVS Position: Q3 2024 in Review

Front Row Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 564 shares — an estimated $60K sold.

Front Row Advisors first reported a position in NVS in Q4 2017 and held it in 26 quarters. The position peaked at $60K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Front Row Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 564 Novartis shares in Q3 2024, an estimated $60K.
  • Front Row Advisors first reported a position in Novartis in Q4 2017 and held it in 26 quarters.
  • Front Row Advisors's Novartis position peaked at $60K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.