Realta Investment Advisors’s Novartis NVS Stock Holding History

Realta Investment 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
2023 Q3	–	Sell	-2,077	Closed	-$210K	–	804
2023 Q2	$210K	Buy	+2,077	New	+$208K	0.05%	381
2021 Q3	–	Sell	-2,476	Closed	-$226K	–	419
2021 Q2	$226K	Sell	2,476 -146	-6%	-$13K	0.05%	351
2021 Q1	$224K	Buy	2,622 +388	+17%	+$34.8K	0.06%	333
2020 Q4	$211K	Sell	2,234 -476	-18%	-$41.6K	0.06%	301
2020 Q3	$236K	Sell	2,710 -1,985	-42%	-$172K	0.08%	267
2020 Q2	$410K	Sell	4,695 -32	-0.7%	-$2.76K	0.13%	194
2020 Q1	$390K	Buy	4,727 +323	+7%	+$28.8K	0.17%	166
2019 Q4	$405K	Buy	4,404 +471	+12%	+$42.3K	0.11%	212
2019 Q3	$345K	Sell	3,933 -23	-0.6%	-$2.06K	0.09%	231
2019 Q2	$361K	Sell	3,956 -750	-16%	-$63.5K	0.1%	225
2019 Q1	$404K	Buy	+4,706	New	+$378K	0.18%	157

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Realta Investment Advisors's NVS Position: Q3 2023 in Review

Realta Investment Advisors sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,077 shares — an estimated $210K sold.

Realta Investment Advisors first reported a position in NVS in Q1 2019 and held it in 11 quarters. The position peaked at $410K in Q2 2020. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Realta Investment Advisors reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Realta Investment Advisors sold 2,077 Novartis shares in Q3 2023, an estimated $210K.
Realta Investment Advisors first reported a position in Novartis in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's Novartis position peaked at $410K in Q2 2020.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.