Global Wealth Management Investment Advisory’s Novartis NVS Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-39	Closed	-$3K	–	358
2022 Q2	$3K	Buy	+39	New	+$3.42K	﹤0.01%	390
2020 Q4	–	Sell	-103	Closed	-$9K	–	483
2020 Q3	$9K	Hold	103	–	–	﹤0.01%	282
2020 Q2	$9K	Hold	103	–	–	﹤0.01%	364
2020 Q1	$8K	Buy	+103	New	+$9.19K	﹤0.01%	364

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

Global Wealth Management Investment Advisory's NVS Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Novartis (NVS) in Q3 2022, closing a stake of 39 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in NVS in Q1 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2020. 1,089 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 39 Novartis shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Novartis in Q1 2020 and held it in 4 quarters.
Global Wealth Management Investment Advisory's Novartis position peaked at $9K in Q3 2020.
1,089 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.