NEIRG Wealth Management’s Novartis NVS Stock Holding History

NEIRG 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 Q3	–	Sell	-2,829	Closed	-$285K	–	82
2023 Q2	$285K	Hold	2,829	–	–	0.05%	119
2023 Q1	$260K	Buy	+2,829	New	+$247K	0.05%	129

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NEIRG Wealth Management's NVS Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,829 shares — an estimated $285K sold.

NEIRG Wealth Management first reported a position in NVS in Q1 2023 and held it in 2 quarters. The position peaked at $285K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

NEIRG Wealth Management reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 2,829 Novartis shares in Q3 2023, an estimated $285K.
NEIRG Wealth Management first reported a position in Novartis in Q1 2023 and held it in 2 quarters.
NEIRG Wealth Management's Novartis position peaked at $285K in Q2 2023.
1,222 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.