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Horst & Graben Wealth Management’s Novartis NVS Stock Holding History

Horst & Graben 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
Q4 		– Sell
-2,018
Closed -$206K – 147
2023
Q3 		$206K Buy
+2,018
New +$205K 0.05% 127

Other funds holding NVS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Horst & Graben Wealth Management's NVS Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of Novartis (NVS) in Q4 2023, closing a stake of 2,018 shares — an estimated $206K sold.

Horst & Graben Wealth Management first reported a position in NVS in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Horst & Graben Wealth Management reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 2,018 Novartis shares in Q4 2023, an estimated $206K.
  • Horst & Graben Wealth Management first reported a position in Novartis in Q3 2023 and held it in 1 quarter.
  • Horst & Graben Wealth Management's Novartis position peaked at $206K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.