Straight Path Wealth Management’s Novartis NVS Stock Holding History

Straight Path 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
2024 Q1	–	Sell	-2,507	Closed	-$253K	–	98
2023 Q4	$253K	Hold	2,507	–	–	0.15%	76
2023 Q3	$255K	Hold	2,507	–	–	0.17%	63
2023 Q2	$253K	Hold	2,507	–	–	0.17%	67
2023 Q1	$231K	Sell	2,507 -7	-0.3%	-$611	0.18%	62
2022 Q4	$228K	Buy	+2,514	New	+$212K	0.22%	60
2022 Q3	–	Sell	-2,514	Closed	-$213K	–	78
2022 Q2	$213K	Hold	2,514	–	–	0.21%	64
2022 Q1	$221K	Hold	2,514	–	–	0.19%	63
2021 Q4	$220K	Buy	+2,514	New	+$209K	0.19%	68

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Straight Path Wealth Management's NVS Position: Q1 2024 in Review

Straight Path Wealth Management sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,507 shares — an estimated $253K sold.

Straight Path Wealth Management first reported a position in NVS in Q4 2021 and held it in 8 quarters. The position peaked at $255K in Q3 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Straight Path Wealth Management reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
Straight Path Wealth Management sold 2,507 Novartis shares in Q1 2024, an estimated $253K.
Straight Path Wealth Management first reported a position in Novartis in Q4 2021 and held it in 8 quarters.
Straight Path Wealth Management's Novartis position peaked at $255K in Q3 2023.
1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Straight Path Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.