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Prio Wealth Limited Partnership’s Novartis NVS Stock Holding History

Prio Wealth Limited Partnership’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
Q1 		– Sell
-2,503
Closed -$253K – 276
2023
Q4 		$253K Buy
2,503
+110
+5% +$10.6K 0.01% 232
2023
Q3 		$244K Buy
2,393
+322
+16% +$32.7K 0.01% 229
2023
Q2 		$209K Sell
2,071
-200
-9% -$20K 0.01% 241
2023
Q1 		$209K Sell
2,271
-121
-5% -$10.6K 0.01% 235
2022
Q4 		$217K Buy
+2,392
New +$201K 0.01% 239
2022
Q2 		– Sell
-2,295
Closed -$201K – 261
2022
Q1 		$201K Sell
2,295
-1,021
-31% -$88.4K 0.01% 259
2021
Q4 		$290K Sell
3,316
-685
-17% -$56.9K 0.01% 240
2021
Q3 		$327K Sell
4,001
-87
-2% -$7.83K 0.01% 225
2021
Q2 		$373K Sell
4,088
-299
-7% -$26.6K 0.01% 220
2021
Q1 		$375K Buy
4,387
+347
+9% +$31.1K 0.01% 218
2020
Q4 		$381K Buy
4,040
+939
+30% +$82.1K 0.01% 213
2020
Q3 		$270K Buy
3,101
+187
+6% +$16.2K 0.01% 226
2020
Q2 		$255K Hold
2,914
– – 0.01% 225
2020
Q1 		$240K Hold
2,914
– – 0.01% 214
2019
Q4 		$276K Hold
2,914
– – 0.01% 231
2019
Q3 		$253K Buy
+2,914
New +$262K 0.01% 228
2015
Q2 		– Sell
-2,896
Closed -$255K – 258
2015
Q1 		$255K Hold
2,896
– – 0.01% 229
2014
Q4 		$240K Hold
2,896
– – 0.01% 235
2014
Q3 		$244K Hold
2,896
– – 0.01% 224
2014
Q2 		$234K Sell
2,896
-781
-21% -$61.4K 0.01% 233
2014
Q1 		$280K Sell
3,677
-223
-6% -$16.3K 0.01% 219
2013
Q4 		$280K Hold
3,900
– – 0.01% 221
2013
Q3 		$268K Sell
3,900
-1,507
-28% -$99.7K 0.02% 221
2013
Q2 		$342K Buy
+5,407
New +$352K 0.02% 191

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Prio Wealth Limited Partnership's NVS Position: Q1 2024 in Review

Prio Wealth Limited Partnership sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,503 shares — an estimated $253K sold.

Prio Wealth Limited Partnership first reported a position in NVS in Q2 2013 and held it in 24 quarters. The position peaked at $381K in Q4 2020. 1,255 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Prio Wealth Limited Partnership reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 2,503 Novartis shares in Q1 2024, an estimated $253K.
  • Prio Wealth Limited Partnership first reported a position in Novartis in Q2 2013 and held it in 24 quarters.
  • Prio Wealth Limited Partnership's Novartis position peaked at $381K in Q4 2020.
  • 1,255 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2024, filed 14 May 2024.