V Wealth Advisors’s Novartis NVS Stock Holding History

V 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 Q3	–	Sell	-2,662	Closed	-$269K	–	280
2023 Q2	$269K	Buy	2,662 +1	+0%	+$100	0.04%	304
2023 Q1	$245K	Sell	2,661 -1,282	-33%	-$112K	0.05%	327
2022 Q4	$358K	Buy	3,943 +415	+12%	+$35K	0.07%	251
2022 Q3	$268K	Sell	3,528 -22	-0.6%	-$1.82K	0.05%	304
2022 Q2	$300K	Sell	3,550 -2,121	-37%	-$186K	0.06%	309
2022 Q1	$498K	Buy	5,671 +362	+7%	+$31.3K	0.08%	245
2021 Q4	$465K	Sell	5,309 -1,253	-19%	-$104K	0.07%	270
2021 Q3	$537K	Buy	6,562 +754	+13%	+$67.8K	0.08%	257
2021 Q2	$528K	Buy	5,808 +2,808	+94%	+$250K	0.08%	264
2021 Q1	$257K	Sell	3,000 -15	-0.5%	-$1.35K	0.05%	362
2020 Q4	$284K	Buy	+3,015	New	+$263K	0.06%	309
2020 Q3	–	Sell	-4,862	Closed	-$425K	–	284
2020 Q2	$425K	Buy	4,862 +1,199	+33%	+$103K	0.11%	207
2020 Q1	$302K	Buy	3,663 +1,150	+46%	+$103K	0.09%	221
2019 Q4	$218K	Hold	2,513	–	–	0.08%	256
2019 Q3	$218K	Buy	2,513 +75	+3%	+$6.73K	0.08%	256
2019 Q2	$225K	Buy	+2,438	New	+$206K	0.09%	239
2017 Q3	–	Sell	-779	Closed	-$57K	–	541
2017 Q2	$57K	Buy	+779	New	+$55.2K	0.03%	296

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

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

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

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

V Wealth Advisors's NVS Position: Q3 2023 in Review

V Wealth Advisors sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,662 shares — an estimated $269K sold.

V Wealth Advisors first reported a position in NVS in Q2 2017 and held it in 17 quarters. The position peaked at $537K in Q3 2021. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

V Wealth Advisors reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,662 Novartis shares in Q3 2023, an estimated $269K.
V Wealth Advisors first reported a position in Novartis in Q2 2017 and held it in 17 quarters.
V Wealth Advisors's Novartis position peaked at $537K in Q3 2021.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.