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Independent Solutions Wealth Management’s Novartis NVS Stock Holding History

Independent Solutions 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
-7,067
Closed -$720K – 193
2023
Q3 		$720K Buy
7,067
+3,725
+111% +$378K 0.19% 109
2023
Q2 		$337K Buy
+3,342
New +$334K 0.08% 158

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

Independent Solutions Wealth Management's NVS Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Novartis (NVS) in Q4 2023, closing a stake of 7,067 shares — an estimated $720K sold.

Independent Solutions Wealth Management first reported a position in NVS in Q2 2023 and held it in 2 quarters. The position peaked at $720K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 7,067 Novartis shares in Q4 2023, an estimated $720K.
  • Independent Solutions Wealth Management first reported a position in Novartis in Q2 2023 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Novartis position peaked at $720K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.