Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Novartis NVS Stock Holding History

Legacy Financial Group (Iowa)’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
-161
Closed -$16.4K – 357
2023
Q3 		$16.4K Buy
+161
New +$16.3K ﹤0.01% 292

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Legacy Financial Group (Iowa)'s NVS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Novartis (NVS) in Q4 2023, closing a stake of 161 shares — an estimated $16.4K sold.

Legacy Financial Group (Iowa) first reported a position in NVS in Q3 2023 and held it in 1 quarter. The position peaked at $16.4K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 161 Novartis shares in Q4 2023, an estimated $16.4K.
  • Legacy Financial Group (Iowa) first reported a position in Novartis in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Novartis position peaked at $16.4K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.