Graves Light Lenhart Wealth’s Novartis NVS Stock Holding History

Graves Light Lenhart Wealth’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	-592	Closed	-$50K	–	440
2022 Q2	$50K	Sell	592 -60	-9%	-$5.26K	0.01%	305
2022 Q1	$57K	Sell	652 -1,302	-67%	-$113K	0.01%	342
2021 Q4	$171K	Buy	1,954 +110	+6%	+$9.13K	0.02%	208
2021 Q3	$151K	Buy	1,844 +68	+4%	+$6.12K	0.02%	208
2021 Q2	$162K	Buy	1,776 +140	+9%	+$12.5K	0.03%	197
2021 Q1	$140K	Sell	1,636 -42	-3%	-$3.77K	0.02%	217
2020 Q4	$158K	Buy	+1,678	New	+$147K	0.03%	194

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

Graves Light Lenhart Wealth's NVS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Novartis (NVS) in Q3 2022, closing a stake of 592 shares — an estimated $50K sold.

Graves Light Lenhart Wealth first reported a position in NVS in Q4 2020 and held it in 7 quarters. The position peaked at $171K in Q4 2021. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 592 Novartis shares in Q3 2022, an estimated $50K.
Graves Light Lenhart Wealth first reported a position in Novartis in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Novartis position peaked at $171K in Q4 2021.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.