PrairieView Partners’s Novartis NVS Stock Holding History

PrairieView Partners’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
2022 Q4	–	Sell	-102	Closed	-$8K	–	487
2022 Q3	$8K	Buy	+102	New	+$8.46K	﹤0.01%	323

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PrairieView Partners's NVS Position: Q4 2022 in Review

PrairieView Partners sold out of Novartis (NVS) in Q4 2022, closing a stake of 102 shares — an estimated $8K sold.

PrairieView Partners first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

PrairieView Partners reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
PrairieView Partners sold 102 Novartis shares in Q4 2022, an estimated $8K.
PrairieView Partners first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
PrairieView Partners's Novartis position peaked at $8K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on PrairieView Partners's 13F filing for Q4 2022, filed 30 Jan 2023.