Intercontinental Wealth Advisors’s Novartis NVS Stock Holding History

Intercontinental Wealth 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 Q2	$753K	Buy	7,464 +118	+2%	+$11.8K	0.18%	125
2023 Q1	$676K	Sell	7,346 -94	-1%	-$8.21K	0.17%	138
2022 Q4	$675K	Sell	7,440 -64	-0.9%	-$5.39K	0.2%	116
2022 Q3	$570K	Sell	7,504 -101	-1%	-$8.37K	0.18%	130
2022 Q2	$643K	Buy	+7,605	New	+$667K	0.17%	120
2017 Q1	–	Sell	-4,196	Closed	-$274K	–	156
2016 Q4	$274K	Sell	4,196 -257	-6%	-$16.7K	0.18%	118
2016 Q3	$315K	Sell	4,453 -433	-9%	-$31.6K	0.22%	90
2016 Q2	$361K	Sell	4,886 -228	-4%	-$15.8K	0.27%	82
2016 Q1	$332K	Sell	5,114 -576	-10%	-$39.2K	0.25%	89
2015 Q4	$439K	Buy	+5,690	New	+$452K	0.3%	73

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intercontinental Wealth Advisors's NVS Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Novartis (NVS) stake by 1.6% in Q2 2023, buying an estimated $11.8K and bringing the position to 7,464 shares worth $753K. The position accounts for 0.18% of the portfolio, ranked #125.

Intercontinental Wealth Advisors first reported a position in NVS in Q4 2015 and has held it in 10 quarters since. 1,201 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Intercontinental Wealth Advisors held 7,464 shares of Novartis worth $753K as of Q2 2023.
Intercontinental Wealth Advisors bought 118 Novartis shares in Q2 2023, an estimated $11.8K.
Novartis made up 0.18% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #125 holding.
Intercontinental Wealth Advisors first reported a position in Novartis in Q4 2015 and has held it in 10 quarters since.
1,201 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.