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Granite Bay Wealth Management’s Novartis NVS Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-5,715
Closed -$554K – 222
2023
Q4 		$554K Buy
5,715
+3,510
+159% +$339K 0.01% 249
2023
Q3 		$224K Buy
+2,205
New +$224K ﹤0.01% 302

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Granite Bay Wealth Management's NVS Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Novartis (NVS) in Q1 2024, closing a stake of 5,715 shares — an estimated $554K sold.

Granite Bay Wealth Management first reported a position in NVS in Q3 2023 and held it in 2 quarters. The position peaked at $554K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 5,715 Novartis shares in Q1 2024, an estimated $554K.
  • Granite Bay Wealth Management first reported a position in Novartis in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Novartis position peaked at $554K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.