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Graham Capital Wealth Management’s Novartis NVS Stock Holding History

Graham Capital Wealth Management’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
Q2 		– Sell
-427
Closed -$393K – 112
2023
Q1 		$393K Buy
+427
New +$37.3K 0.06% 125

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graham Capital Wealth Management's NVS Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 427 shares — an estimated $393K sold.

Graham Capital Wealth Management first reported a position in NVS in Q1 2023 and held it in 1 quarter. The position peaked at $393K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 427 Novartis shares in Q2 2023, an estimated $393K.
  • Graham Capital Wealth Management first reported a position in Novartis in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Novartis position peaked at $393K in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.