Halpern Financial’s Novartis NVS Stock Holding History

Halpern Financial’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 Q1	–	Sell	-200	Closed	-$17.5K	–	258
2021 Q4	$17.5K	Buy	+200	New	+$16.6K	0.01%	152

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Halpern Financial's NVS Position: Q1 2022 in Review

Halpern Financial sold out of Novartis (NVS) in Q1 2022, closing a stake of 200 shares — an estimated $17.5K sold.

Halpern Financial first reported a position in NVS in Q4 2021 and held it in 1 quarter. The position peaked at $17.5K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Halpern Financial reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 200 Novartis shares in Q1 2022, an estimated $17.5K.
Halpern Financial first reported a position in Novartis in Q4 2021 and held it in 1 quarter.
Halpern Financial's Novartis position peaked at $17.5K in Q4 2021.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.