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Signature Estate & Investment Advisors’s Novartis NVS Stock Holding History

Signature Estate & Investment 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
Q1 		– Sell
-2,960
Closed -$299K – 193
2023
Q4 		$299K Sell
2,960
-114
-4% -$11K 0.01% 148
2023
Q3 		$313K Buy
3,074
+66
+2% +$6.7K 0.01% 140
2023
Q2 		$303K Buy
+3,008
New +$301K 0.01% 146

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Signature Estate & Investment Advisors's NVS Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,960 shares — an estimated $299K sold.

Signature Estate & Investment Advisors first reported a position in NVS in Q2 2023 and held it in 3 quarters. The position peaked at $313K in Q3 2023. 1,254 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Signature Estate & Investment Advisors reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,960 Novartis shares in Q1 2024, an estimated $299K.
  • Signature Estate & Investment Advisors first reported a position in Novartis in Q2 2023 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Novartis position peaked at $313K in Q3 2023.
  • 1,254 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.