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Legend Financial Advisors’s Novartis NVS Stock Holding History

Legend Financial 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
2024
Q3 		– Sell
-61
Closed -$6.49K – 238
2024
Q2 		$6.49K Hold
61
– – ﹤0.01% 179
2024
Q1 		$5.9K Hold
61
– – ﹤0.01% 152
2023
Q4 		$6.16K Hold
61
– – 0.01% 142
2023
Q3 		$6.21K Hold
61
– – 0.01% 154
2023
Q2 		$6.16K Hold
61
– – 0.01% 173
2023
Q1 		$5.61K Hold
61
– – ﹤0.01% 182
2022
Q4 		$5.53K Hold
61
– – ﹤0.01% 196
2022
Q3 		$4.64K Buy
+61
New +$5.06K ﹤0.01% 184

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Legend Financial Advisors's NVS Position: Q3 2024 in Review

Legend Financial Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 61 shares — an estimated $6.49K sold.

Legend Financial Advisors first reported a position in NVS in Q3 2022 and held it in 8 quarters. The position peaked at $6.49K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Legend Financial Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 61 Novartis shares in Q3 2024, an estimated $6.49K.
  • Legend Financial Advisors first reported a position in Novartis in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Novartis position peaked at $6.49K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.