Impact Partnership Wealth’s Novartis NVS Stock Holding History

Impact Partnership 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
2024 Q2	–	Sell	-99	Closed	-$9.58K	–	518
2024 Q1	$9.58K	Hold	99	–	–	﹤0.01%	454
2023 Q4	$10K	Hold	99	–	–	﹤0.01%	499
2023 Q3	$10.1K	Buy	99 +50	+102%	+$5.08K	﹤0.01%	595
2023 Q2	$4.95K	Buy	+49	New	+$4.9K	﹤0.01%	501

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Impact Partnership Wealth's NVS Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Novartis (NVS) in Q2 2024, closing a stake of 99 shares — an estimated $9.58K sold.

Impact Partnership Wealth first reported a position in NVS in Q2 2023 and held it in 4 quarters. The position peaked at $10.1K in Q3 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Impact Partnership Wealth reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 99 Novartis shares in Q2 2024, an estimated $9.58K.
Impact Partnership Wealth first reported a position in Novartis in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Novartis position peaked at $10.1K in Q3 2023.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.