Ten Capital Wealth Advisors’s Novartis NVS Stock Holding History

Ten Capital 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	-79	Closed	-$7.27K	–	414
2023 Q1	$7.27K	Buy	+79	New	+$6.9K	﹤0.01%	392
2021 Q3	–	Sell	-50	Closed	-$5K	–	485
2021 Q2	$5K	Buy	+50	New	+$4.45K	﹤0.01%	371
2021 Q1	–	Sell	-210	Closed	-$20K	–	386
2020 Q4	$20K	Buy	+210	New	+$18.4K	0.01%	214

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

Ten Capital Wealth Advisors's NVS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Novartis (NVS) in Q2 2023, closing a stake of 79 shares — an estimated $7.27K sold.

Ten Capital Wealth Advisors first reported a position in NVS in Q4 2020 and held it in 3 quarters. The position peaked at $20K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 79 Novartis shares in Q2 2023, an estimated $7.27K.
Ten Capital Wealth Advisors first reported a position in Novartis in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's Novartis position peaked at $20K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.