Insight Advisors’s Novartis NVS Stock Holding History

Insight Advisors’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 Q1	–	Sell	-25,678	Closed	-$2.37M	–	318
2022 Q4	$2.37M	Sell	25,678 -3,235	-11%	-$272K	0.83%	28
2022 Q3	$2.2M	Buy	28,913 +1,668	+6%	+$138K	0.86%	28
2022 Q2	$2.32M	Buy	+27,245	New	+$2.39M	0.79%	30

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

Insight Advisors's NVS Position: Q1 2023 in Review

Insight Advisors sold out of Novartis (NVS) in Q1 2023, closing a stake of 25,678 shares — an estimated $2.37M sold.

Insight Advisors first reported a position in NVS in Q2 2022 and held it in 3 quarters. The position peaked at $2.37M in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Insight Advisors reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 25,678 Novartis shares in Q1 2023, an estimated $2.37M.
Insight Advisors first reported a position in Novartis in Q2 2022 and held it in 3 quarters.
Insight Advisors's Novartis position peaked at $2.37M in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.