Selective Wealth Management’s Novartis NVS Stock Holding History

Selective 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
2022 Q2	–	Sell	-51	Closed	-$4K	–	810
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	617
2021 Q4	$4K	Hold	51	–	–	﹤0.01%	569
2021 Q3	$4K	Hold	51	–	–	﹤0.01%	509
2021 Q2	$5K	Sell	51 -250	-83%	-$22.3K	﹤0.01%	407
2021 Q1	$26K	Sell	301 -52	-15%	-$4.67K	0.02%	176
2020 Q4	$33K	Buy	353 +103	+41%	+$9K	0.02%	140
2020 Q3	$22K	Hold	250	–	–	0.02%	147
2020 Q2	$22K	Buy	+250	New	+$21.6K	0.02%	167

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Selective Wealth Management's NVS Position: Q2 2022 in Review

Selective Wealth Management sold out of Novartis (NVS) in Q2 2022, closing a stake of 51 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in NVS in Q2 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Selective Wealth Management reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 51 Novartis shares in Q2 2022, an estimated $4K.
Selective Wealth Management first reported a position in Novartis in Q2 2020 and held it in 8 quarters.
Selective Wealth Management's Novartis position peaked at $33K in Q4 2020.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.