Register Financial Advisors’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-589	Closed	-$62.7K	–	565
2024 Q2	$62.7K	Buy	589 +8	+1%	+$803	0.03%	321
2024 Q1	$56.2K	Buy	+581	New	+$59.6K	0.03%	329
2023 Q4	–	Sell	-372	Closed	-$37.9K	–	519
2023 Q3	$37.9K	Hold	372	–	–	0.03%	274
2023 Q2	$37.5K	Buy	372 +2	+0.5%	+$200	0.03%	276
2023 Q1	$34.1K	Buy	370 +6	+2%	+$524	0.03%	282
2022 Q4	$33K	Buy	+364	New	+$30.7K	0.02%	443

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

Register Financial Advisors's NVS Position: Q3 2024 in Review

Register Financial Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 589 shares — an estimated $62.7K sold.

Register Financial Advisors first reported a position in NVS in Q4 2022 and held it in 6 quarters. The position peaked at $62.7K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Register Financial Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 589 Novartis shares in Q3 2024, an estimated $62.7K.
Register Financial Advisors first reported a position in Novartis in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Novartis position peaked at $62.7K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.