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Heritage Wealth Management (Arizona)’s Novartis NVS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$631K Sell
5,930
-618
-9% -$62K 0.35% 67
2024
Q1 		$633K Hold
6,548
– – 0.32% 67
2023
Q4 		$661K Buy
+6,548
New +$632K 0.36% 63
2022
Q4 		$1.79M Buy
19,680
+10,882
+124% +$917K 0.26% 65
2022
Q3 		$669K Sell
8,798
-643
-7% -$53.3K 0.21% 78
2022
Q2 		$798K Buy
9,441
+1,106
+13% +$97K 0.27% 67
2022
Q1 		$731K Buy
+8,335
New +$722K 0.2% 86
2021
Q3 		$359K Buy
4,387
+1,107
+34% +$99.6K 0.13% 126
2021
Q2 		$299K Buy
3,280
+1,189
+57% +$106K 0.11% 152
2021
Q1 		$179K Buy
+2,091
New +$188K 0.1% 178

Other funds holding NVS

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $761B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return