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San Luis Wealth Advisors’s Novartis NVS Stock Holding History

San Luis 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
2022
Q2 		– Sell
-1,016
Closed -$89K – 316
2022
Q1 		$89K Buy
+1,016
New +$88K 0.04% 202
2020
Q4 		$274K Buy
+2,902
New +$254K 0.18% 114

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

San Luis Wealth Advisors's NVS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Novartis (NVS) in Q2 2022, closing a stake of 1,016 shares — an estimated $89K sold.

San Luis Wealth Advisors first reported a position in NVS in Q4 2020 and held it in 2 quarters. The position peaked at $274K in Q4 2020. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,016 Novartis shares in Q2 2022, an estimated $89K.
  • San Luis Wealth Advisors first reported a position in Novartis in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's Novartis position peaked at $274K in Q4 2020.
  • 1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.