Sutton Wealth Advisors’s Novartis NVS Stock Holding History

Sutton 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
2023 Q2	–	Sell	-53	Closed	-$4.88K	–	865
2023 Q1	$4.88K	Sell	53 -1,882	-97%	-$164K	﹤0.01%	528
2022 Q4	$176K	Hold	1,935	–	–	0.07%	188
2022 Q3	$147K	Buy	1,935 +983	+103%	+$81.5K	0.06%	199
2022 Q2	$80.5K	Buy	952 +446	+88%	+$39.1K	0.03%	273
2022 Q1	$44.4K	Buy	506 +453	+855%	+$39.2K	0.02%	438
2021 Q4	$4.64K	Hold	53	–	–	﹤0.01%	1084
2021 Q3	$4.33K	Hold	53	–	–	﹤0.01%	1074
2021 Q2	$4.84K	Hold	53	–	–	﹤0.01%	1051
2021 Q1	$4.53K	Hold	53	–	–	﹤0.01%	1028
2020 Q4	$5K	Hold	53	–	–	﹤0.01%	979
2020 Q3	$4.61K	Hold	53	–	–	﹤0.01%	948
2020 Q2	$4.63K	Hold	53	–	–	﹤0.01%	922
2020 Q1	$4.37K	Hold	53	–	–	﹤0.01%	857
2019 Q4	$5.02K	Hold	53	–	–	﹤0.01%	947
2019 Q3	$4.61K	Hold	53	–	–	﹤0.01%	958
2019 Q2	$4.84K	Sell	53 -6	-10%	-$508	﹤0.01%	938
2019 Q1	$5.09K	Hold	59	–	–	﹤0.01%	931
2018 Q4	$4.55K	Hold	59	–	–	﹤0.01%	901
2018 Q3	$4.57K	Hold	59	–	–	﹤0.01%	905
2018 Q2	$4K	Hold	59	–	–	﹤0.01%	945
2018 Q1	$4.29K	Hold	59	–	–	﹤0.01%	936
2017 Q4	$4.45K	Hold	59	–	–	﹤0.01%	901
2017 Q3	$4.55K	Hold	59	–	–	﹤0.01%	887
2017 Q2	$4.42K	Hold	59	–	–	﹤0.01%	891
2017 Q1	$3.94K	Hold	59	–	–	﹤0.01%	873
2016 Q4	$3.86K	Hold	59	–	–	﹤0.01%	874
2016 Q3	$4.18K	Hold	59	–	–	﹤0.01%	854
2016 Q2	$4.37K	Sell	59 -391	-87%	-$27K	﹤0.01%	809
2016 Q1	$29.2K	Buy	+450	New	+$30.6K	0.03%	343

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors's NVS Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Novartis (NVS) in Q2 2023, closing a stake of 53 shares — an estimated $4.88K sold.

Sutton Wealth Advisors first reported a position in NVS in Q1 2016 and held it in 29 quarters. The position peaked at $176K in Q4 2022. 1,203 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Sutton Wealth Advisors reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 53 Novartis shares in Q2 2023, an estimated $4.88K.
Sutton Wealth Advisors first reported a position in Novartis in Q1 2016 and held it in 29 quarters.
Sutton Wealth Advisors's Novartis position peaked at $176K in Q4 2022.
1,203 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.