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TD Ameritrade Investment Management’s Novartis NVS Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-22
Closed -$2K – 330
2023
Q2 		$2K Hold
22
– – ﹤0.01% 467
2023
Q1 		$2K Sell
22
-40
-65% -$3.49K ﹤0.01% 497
2022
Q4 		$6K Sell
62
-86
-58% -$7.24K ﹤0.01% 424
2022
Q3 		$11K Sell
148
-68
-31% -$5.64K ﹤0.01% 382
2022
Q2 		$18K Sell
216
-177
-45% -$15.5K ﹤0.01% 388
2022
Q1 		$34K Sell
393
-90
-19% -$7.79K ﹤0.01% 388
2021
Q4 		$42K Sell
483
-320
-40% -$26.6K ﹤0.01% 367
2021
Q3 		$70K Buy
803
+288
+56% +$25.9K ﹤0.01% 293
2021
Q2 		$47K Sell
515
-362
-41% -$32.2K ﹤0.01% 344
2021
Q1 		$83K Hold
877
– – ﹤0.01% 286
2020
Q4 		$83K Buy
877
+74
+9% +$6.47K ﹤0.01% 286
2020
Q3 		$70K Sell
803
-3
-0.4% -$260 ﹤0.01% 293
2020
Q2 		$70K Sell
806
-288
-26% -$24.9K ﹤0.01% 278
2020
Q1 		$90K Buy
1,094
+120
+12% +$10.7K ﹤0.01% 245
2019
Q4 		$92K Buy
974
+305
+46% +$27.4K ﹤0.01% 249
2019
Q3 		$58K Buy
669
+27
+4% +$2.42K ﹤0.01% 271
2019
Q2 		$59K Buy
642
+87
+16% +$7.36K ﹤0.01% 244
2019
Q1 		$48K Buy
555
+43
+8% +$3.45K ﹤0.01% 247
2018
Q4 		$39K Sell
512
-47
-8% -$3.66K ﹤0.01% 251
2018
Q3 		$43K Buy
559
+522
+1,411% +$38.6K ﹤0.01% 217
2018
Q2 		$2K Buy
+37
New +$2.55K ﹤0.01% 366

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
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
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
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

TD Ameritrade Investment Management's NVS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Novartis (NVS) in Q3 2023, closing a stake of 22 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in NVS in Q2 2018 and held it in 21 quarters. The position peaked at $92K in Q4 2019. 1,224 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 22 Novartis shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Novartis in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Novartis position peaked at $92K in Q4 2019.
  • 1,224 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.