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Pathway Financial Advisors’s Novartis NVS Stock Holding History

Pathway 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
-1,968
Closed -$210K – 174
2024
Q2 		$210K Buy
+1,968
New +$198K 0.06% 157
2018
Q3 		– Sell
-576
Closed -$39K – 275
2018
Q2 		$39K Hold
576
– – 0.02% 289
2018
Q1 		$42K Hold
576
– – 0.02% 283
2017
Q4 		$43K Buy
+576
New +$43.5K 0.02% 296

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

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

Pathway Financial Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 1,968 shares — an estimated $210K sold.

Pathway Financial Advisors first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $210K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Pathway Financial Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,968 Novartis shares in Q3 2024, an estimated $210K.
  • Pathway Financial Advisors first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
  • Pathway Financial Advisors's Novartis position peaked at $210K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Pathway Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.