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Provence Wealth Management Group’s Novartis NVS Stock Holding History

Provence Wealth Management Group’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
Q4 		$4.14K Hold
41
– – ﹤0.01% 372
2023
Q3 		$4.18K Buy
+41
New +$4.16K ﹤0.01% 373

Other funds holding NVS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Provence Wealth Management Group's NVS Position: Q4 2023 in Review

Provence Wealth Management Group held its Novartis (NVS) position steady in Q4 2023 at 41 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Provence Wealth Management Group first reported a position in NVS in Q3 2023 and has held it in 2 quarters since. The position peaked at $4.18K in Q3 2023. 1,273 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Provence Wealth Management Group held 41 shares of Novartis worth $4.14K as of Q4 2023.
  • Provence Wealth Management Group left its Novartis share count unchanged in Q4 2023.
  • Novartis made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #372 holding.
  • Provence Wealth Management Group first reported a position in Novartis in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Novartis position peaked at $4.18K in Q3 2023.
  • 1,273 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.