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Laidlaw Wealth Management’s Novartis NVS Stock Holding History

Laidlaw 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
Q2 		– Sell
-2,305
Closed -$212K – 369
2023
Q1 		$212K Hold
2,305
– – 0.04% 324
2022
Q4 		$209K Buy
+2,305
New +$194K 0.04% 328
2022
Q3 		– Sell
-2,745
Closed -$232K – 355
2022
Q2 		$232K Sell
2,745
-40
-1% -$3.51K 0.05% 317
2022
Q1 		$244K Sell
2,785
-30
-1% -$2.6K 0.04% 331
2021
Q4 		$246K Sell
2,815
-158
-5% -$13.1K 0.04% 342
2021
Q3 		$243K Buy
2,973
+320
+12% +$28.8K 0.06% 213
2021
Q2 		$242K Buy
2,653
+34
+1% +$3.03K 0.06% 220
2021
Q1 		$224K Buy
2,619
+275
+12% +$24.7K 0.08% 194
2020
Q4 		$221K Buy
+2,344
New +$205K 0.05% 320

Other funds holding NVS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laidlaw Wealth Management's NVS Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 2,305 shares — an estimated $212K sold.

Laidlaw Wealth Management first reported a position in NVS in Q4 2020 and held it in 9 quarters. The position peaked at $246K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,305 Novartis shares in Q2 2023, an estimated $212K.
  • Laidlaw Wealth Management first reported a position in Novartis in Q4 2020 and held it in 9 quarters.
  • Laidlaw Wealth Management's Novartis position peaked at $246K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.