Ruedi Wealth Management’s Novartis NVS Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-23	Closed	-$2.12K	–	254
2023 Q1	$2.12K	Hold	23	–	–	﹤0.01%	220
2022 Q4	$2.09K	Buy	+23	New	+$1.94K	﹤0.01%	207

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Ruedi Wealth Management's NVS Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 23 shares — an estimated $2.12K sold.

Ruedi Wealth Management first reported a position in NVS in Q4 2022 and held it in 2 quarters. The position peaked at $2.12K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Ruedi Wealth Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Ruedi Wealth Management sold 23 Novartis shares in Q2 2023, an estimated $2.12K.
Ruedi Wealth Management first reported a position in Novartis in Q4 2022 and held it in 2 quarters.
Ruedi Wealth Management's Novartis position peaked at $2.12K in Q1 2023.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.