Planning Capital Management Corporation’s Novartis NVS Stock Holding History

Planning Capital Management Corporation’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	-257	Closed	-$27.4K	–	873
2024 Q2	$27.4K	Hold	257	–	–	0.02%	243
2024 Q1	$24.9K	Sell	257 -22	-8%	-$2.26K	0.02%	254
2023 Q4	$28.2K	Buy	+279	New	+$26.9K	0.02%	243

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Planning Capital Management Corporation's NVS Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Novartis (NVS) in Q3 2024, closing a stake of 257 shares — an estimated $27.4K sold.

Planning Capital Management Corporation first reported a position in NVS in Q4 2023 and held it in 3 quarters. The position peaked at $28.2K in Q4 2023. 1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Planning Capital Management Corporation reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Planning Capital Management Corporation sold 257 Novartis shares in Q3 2024, an estimated $27.4K.
Planning Capital Management Corporation first reported a position in Novartis in Q4 2023 and held it in 3 quarters.
Planning Capital Management Corporation's Novartis position peaked at $28.2K in Q4 2023.
1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.