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Okabena Investment Services’s Novartis NVS Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-34
Closed -$3.13K – 212
2023
Q1 		$3.13K Hold
34
– – ﹤0.01% 143
2022
Q4 		$3.08K Buy
+34
New +$2.86K ﹤0.01% 175

Other funds holding NVS

Dodge & Cox
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Okabena Investment Services's NVS Position: Q2 2023 in Review

Okabena Investment Services sold out of Novartis (NVS) in Q2 2023, closing a stake of 34 shares — an estimated $3.13K sold.

Okabena Investment Services first reported a position in NVS in Q4 2022 and held it in 2 quarters. The position peaked at $3.13K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • Okabena Investment Services reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 34 Novartis shares in Q2 2023, an estimated $3.13K.
  • Okabena Investment Services first reported a position in Novartis in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Novartis position peaked at $3.13K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.