Tyler-Stone Wealth Management’s Novartis NVS Stock Holding History

Tyler-Stone Wealth 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 Q3	–	Sell	-400	Closed	-$42.6K	–	731
2024 Q2	$42.6K	Sell	400 -20	-5%	-$2.01K	0.02%	397
2024 Q1	$40.6K	Hold	420	–	–	0.02%	398
2023 Q4	$42.4K	Hold	420	–	–	0.02%	377
2023 Q3	$43K	Hold	420	–	–	0.02%	361
2023 Q2	$42K	Buy	+420	New	+$42K	0.02%	365
2022 Q4	$38K	Hold	420	–	–	0.03%	351
2022 Q3	$32K	Hold	420	–	–	0.02%	360
2022 Q2	$36K	Sell	420 -42	-9%	-$3.69K	0.02%	364
2022 Q1	$41K	Buy	462 +20	+5%	+$1.73K	0.02%	367
2021 Q4	$39K	Buy	+442	New	+$36.7K	0.02%	396

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Tyler-Stone Wealth Management's NVS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Novartis (NVS) in Q3 2024, closing a stake of 400 shares — an estimated $42.6K sold.

Tyler-Stone Wealth Management first reported a position in NVS in Q4 2021 and held it in 10 quarters. The position peaked at $43K in Q3 2023. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 400 Novartis shares in Q3 2024, an estimated $42.6K.
Tyler-Stone Wealth Management first reported a position in Novartis in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Novartis position peaked at $43K in Q3 2023.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.