RWA
NVS icon

River Wealth Advisors’s Novartis NVS Stock Holding History

River Wealth 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
2024
Q2 		– Sell
-2,246
Closed -$217K – 204
2024
Q1 		$217K Sell
2,246
-764
-25% -$78.3K 0.03% 198
2023
Q4 		$304K Buy
+3,010
New +$291K 0.05% 171
2023
Q1 		– Sell
-2,771
Closed -$251K – 211
2022
Q4 		$251K Sell
2,771
-422
-13% -$35.5K 0.05% 189
2022
Q3 		$243K Buy
3,193
+740
+30% +$61.3K 0.05% 182
2022
Q2 		$207K Buy
2,453
+122
+5% +$10.7K 0.04% 207
2022
Q1 		$205K Sell
2,331
-87
-4% -$7.53K 0.03% 219
2021
Q4 		$212K Sell
2,418
-268
-10% -$22.3K 0.03% 217
2021
Q3 		$220K Sell
2,686
-20
-0.7% -$1.8K 0.04% 210
2021
Q2 		$247K Buy
2,706
+181
+7% +$16.1K 0.04% 195
2021
Q1 		$216K Buy
2,525
+100
+4% +$8.97K 0.04% 203
2020
Q4 		$229K Sell
2,425
-72
-3% -$6.29K 0.05% 193
2020
Q3 		$217K Buy
+2,497
New +$216K 0.06% 188
2019
Q1 		– Sell
-1,700
Closed -$131K – 374
2018
Q4 		$131K Hold
1,700
– – 0.06% 174
2018
Q3 		$131K Sell
1,700
-238
-12% -$17.6K 0.05% 187
2018
Q2 		$131K Buy
+1,938
New +$134K 0.05% 185

Other funds holding NVS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

River Wealth Advisors's NVS Position: Q2 2024 in Review

River Wealth Advisors sold out of Novartis (NVS) in Q2 2024, closing a stake of 2,246 shares — an estimated $217K sold.

River Wealth Advisors first reported a position in NVS in Q2 2018 and held it in 15 quarters. The position peaked at $304K in Q4 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • River Wealth Advisors reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • River Wealth Advisors sold 2,246 Novartis shares in Q2 2024, an estimated $217K.
  • River Wealth Advisors first reported a position in Novartis in Q2 2018 and held it in 15 quarters.
  • River Wealth Advisors's Novartis position peaked at $304K in Q4 2023.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on River Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.