Investment Research & Advisory Group’s Novartis NVS Stock Holding History

Investment Research & Advisory Group’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	–	Sell	-1,825	Closed	-$168K	–	226
2023 Q1	$168K	Hold	1,825	–	–	0.11%	66
2022 Q4	$166K	Hold	1,825	–	–	0.11%	65
2022 Q3	$139K	Hold	1,825	–	–	0.1%	65
2022 Q2	$154K	Hold	1,825	–	–	0.11%	63
2022 Q1	$160K	Hold	1,825	–	–	0.1%	67
2021 Q4	$160K	Sell	1,825 -588	-24%	-$48.8K	0.1%	66
2021 Q3	$198K	Hold	2,413	–	–	0.13%	60
2021 Q2	$220K	Sell	2,413 -14,575	-86%	-$1.3M	0.15%	61
2021 Q1	$1.45M	Sell	16,988 -91	-0.5%	-$8.17K	1.07%	30
2020 Q4	$1.61M	Buy	17,079 +509	+3%	+$44.5K	1.2%	27
2020 Q3	$1.44M	Sell	16,570 -669	-4%	-$58K	1.2%	27
2020 Q2	$1.5M	Buy	17,239 +6,069	+54%	+$524K	1.35%	25
2020 Q1	$921K	Buy	11,170 +626	+6%	+$55.9K	0.85%	23
2019 Q4	$998K	Buy	+10,544	New	+$946K	0.92%	25

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

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

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

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

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

Investment Research & Advisory Group's NVS Position: Q2 2023 in Review

Investment Research & Advisory Group sold out of Novartis (NVS) in Q2 2023, closing a stake of 1,825 shares — an estimated $168K sold.

Investment Research & Advisory Group first reported a position in NVS in Q4 2019 and held it in 14 quarters. The position peaked at $1.61M in Q4 2020. 1,203 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Investment Research & Advisory Group reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Investment Research & Advisory Group sold 1,825 Novartis shares in Q2 2023, an estimated $168K.
Investment Research & Advisory Group first reported a position in Novartis in Q4 2019 and held it in 14 quarters.
Investment Research & Advisory Group's Novartis position peaked at $1.61M in Q4 2020.
1,203 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Investment Research & Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.