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SYSTM Wealth Solutions’s Novartis NVS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-3,771
Closed -$402K – 455
2024
Q2 		$402K Sell
3,771
-659
-15% -$66.2K 0.09% 154
2024
Q1 		$436K Sell
4,430
-1,466
-25% -$150K 0.06% 297
2023
Q4 		$595K Sell
5,896
-739
-11% -$71.3K 0.08% 252
2023
Q3 		$676K Sell
6,635
-3,262
-33% -$331K 0.1% 236
2023
Q2 		$999K Sell
9,897
-120
-1% -$12K 0.14% 198
2023
Q1 		$922K Sell
10,017
-940
-9% -$82.1K 0.14% 188
2022
Q4 		$994K Buy
+10,957
New +$923K 0.12% 211

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SYSTM Wealth Solutions's NVS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Novartis (NVS) in Q3 2024, closing a stake of 3,771 shares — an estimated $402K sold.

SYSTM Wealth Solutions first reported a position in NVS in Q4 2022 and held it in 7 quarters. The position peaked at $999K in Q2 2023. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,771 Novartis shares in Q3 2024, an estimated $402K.
  • SYSTM Wealth Solutions first reported a position in Novartis in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Novartis position peaked at $999K in Q2 2023.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.