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TruNorth Capital Management’s Novartis NVS Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-24
Closed -$2.32K – 388
2024
Q1 		$2.32K Buy
+24
New +$2.46K ﹤0.01% 244

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Dimensional Fund Advisors
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

TruNorth Capital Management's NVS Position: Q2 2024 in Review

TruNorth Capital Management sold out of Novartis (NVS) in Q2 2024, closing a stake of 24 shares — an estimated $2.32K sold.

TruNorth Capital Management first reported a position in NVS in Q1 2024 and held it in 1 quarter. The position peaked at $2.32K in Q1 2024. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • TruNorth Capital Management reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 24 Novartis shares in Q2 2024, an estimated $2.32K.
  • TruNorth Capital Management first reported a position in Novartis in Q1 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Novartis position peaked at $2.32K in Q1 2024.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on TruNorth Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.