GGM Wealth Advisors’s Novartis NVS Stock Holding History

GGM Wealth 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 Q4	–	Sell	-3,189	Closed	-$367K	–	153
2024 Q3	$367K	Sell	3,189 -21	-0.7%	-$2.38K	0.16%	98
2024 Q2	$342K	Sell	3,210 -815	-20%	-$81.8K	0.16%	96
2024 Q1	$386K	Sell	4,025 -3,000	-43%	-$308K	0.18%	89
2023 Q4	$753K	Hold	7,025	–	–	0.31%	64
2023 Q3	$716K	Hold	7,025	–	–	0.31%	60
2023 Q2	$683K	Buy	+7,025	New	+$703K	0.28%	62
2023 Q1	–	Sell	-7,025	Closed	-$648K	–	110
2022 Q4	$648K	Hold	7,025	–	–	0.33%	62
2022 Q3	$551K	Buy	7,025 +2,371	+51%	+$197K	0.3%	66
2022 Q2	$390K	Hold	4,654	–	–	0.22%	82
2022 Q1	$426K	Buy	+4,654	New	+$403K	0.21%	86

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GGM Wealth Advisors's NVS Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Novartis (NVS) in Q4 2024, closing a stake of 3,189 shares — an estimated $367K sold.

GGM Wealth Advisors first reported a position in NVS in Q1 2022 and held it in 10 quarters. The position peaked at $753K in Q4 2023. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

GGM Wealth Advisors reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
GGM Wealth Advisors sold 3,189 Novartis shares in Q4 2024, an estimated $367K.
GGM Wealth Advisors first reported a position in Novartis in Q1 2022 and held it in 10 quarters.
GGM Wealth Advisors's Novartis position peaked at $753K in Q4 2023.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.