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SkyView Investment Advisors’s Novartis NVS Stock Holding History

SkyView 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
2023
Q2 		– Sell
-9,241
Closed -$850K – 814
2023
Q1 		$850K Buy
9,241
+575
+7% +$50.2K 0.2% 133
2022
Q4 		$786K Sell
8,666
-438
-5% -$36.9K 0.24% 134
2022
Q3 		$692K Buy
9,104
+1,465
+19% +$121K 0.2% 170
2022
Q2 		$646K Buy
+7,639
New +$670K 0.17% 193

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SkyView Investment Advisors's NVS Position: Q2 2023 in Review

SkyView Investment Advisors sold out of Novartis (NVS) in Q2 2023, closing a stake of 9,241 shares — an estimated $850K sold.

SkyView Investment Advisors first reported a position in NVS in Q2 2022 and held it in 4 quarters. The position peaked at $850K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

  • SkyView Investment Advisors reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 9,241 Novartis shares in Q2 2023, an estimated $850K.
  • SkyView Investment Advisors first reported a position in Novartis in Q2 2022 and held it in 4 quarters.
  • SkyView Investment Advisors's Novartis position peaked at $850K in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on SkyView Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.