Mine & Arao Wealth Creation & Management’s Novartis NVS Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-299	Closed	-$28.9K	–	264
2024 Q1	$28.9K	Hold	299	–	–	0.01%	167
2023 Q4	$30.2K	Hold	299	–	–	0.02%	166
2023 Q3	$30.5K	Hold	299	–	–	0.02%	160
2023 Q2	$30.2K	Buy	299 +99	+50%	+$9.9K	0.02%	169
2023 Q1	$18.4K	Hold	200	–	–	0.01%	192
2022 Q4	$18.1K	Hold	200	–	–	0.01%	188
2022 Q3	$15K	Hold	200	–	–	0.01%	200
2022 Q2	$17K	Hold	200	–	–	0.01%	201
2022 Q1	$18K	Hold	200	–	–	0.01%	203
2021 Q4	$17K	Hold	200	–	–	0.01%	209
2021 Q3	$16K	Hold	200	–	–	0.01%	214
2021 Q2	$18K	Hold	200	–	–	0.01%	201
2021 Q1	$17K	Hold	200	–	–	0.01%	194
2020 Q4	$19K	Hold	200	–	–	0.01%	180
2020 Q3	$17K	Hold	200	–	–	0.01%	171
2020 Q2	$17K	Hold	200	–	–	0.02%	163
2020 Q1	$16K	Hold	200	–	–	0.02%	156
2019 Q4	$19K	Buy	+200	New	+$17.9K	0.02%	170

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's NVS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Novartis (NVS) in Q2 2024, closing a stake of 299 shares — an estimated $28.9K sold.

Mine & Arao Wealth Creation & Management first reported a position in NVS in Q4 2019 and held it in 18 quarters. The position peaked at $30.5K in Q3 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 299 Novartis shares in Q2 2024, an estimated $28.9K.
Mine & Arao Wealth Creation & Management first reported a position in Novartis in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Novartis position peaked at $30.5K in Q3 2023.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.