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Milestone Investment Advisors’s Novartis NVS Stock Holding History

Milestone Investment 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
Q4 		– Sell
-642
Closed -$65.4K – 338
2023
Q3 		$65.4K Buy
+642
New +$65.2K 0.02% 173
2023
Q2 		– Sell
-642
Closed -$59.1K – 334
2023
Q1 		$59.1K Buy
+642
New +$56.1K 0.02% 190

Other funds holding NVS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Milestone Investment Advisors's NVS Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Novartis (NVS) in Q4 2023, closing a stake of 642 shares — an estimated $65.4K sold.

Milestone Investment Advisors first reported a position in NVS in Q1 2023 and held it in 2 quarters. The position peaked at $65.4K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 642 Novartis shares in Q4 2023, an estimated $65.4K.
  • Milestone Investment Advisors first reported a position in Novartis in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Novartis position peaked at $65.4K in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.