WealthPLAN Partners’s Novartis NVS Stock Holding History

WealthPLAN Partners’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	-1,099	Closed	-$111K	–	855
2023 Q2	$111K	Hold	1,099	–	–	0.02%	381
2023 Q1	$101K	Buy	+1,099	New	+$96K	0.01%	423
2017 Q2	–	Sell	-167	Closed	-$11.1K	–	340
2017 Q1	$11.1K	Buy	+167	New	+$11.1K	0.04%	256
2016 Q3	$61.3K	Sell	868 -505	-37%	-$36.8K	0.02%	304
2016 Q2	$50.8K	Buy	+1,373	New	+$94.9K	0.01%	922
2015 Q4	$22K	Buy	+1,603	New	+$127K	﹤0.01%	887
2015 Q2	$20K	Hold	223	–	–	0.01%	254
2015 Q1	$20K	Buy	+223	New	+$19.8K	0.01%	318

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's NVS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Novartis (NVS) in Q3 2023, closing a stake of 1,099 shares — an estimated $111K sold.

WealthPLAN Partners first reported a position in NVS in Q1 2015 and held it in 8 quarters. The position peaked at $111K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

WealthPLAN Partners reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,099 Novartis shares in Q3 2023, an estimated $111K.
WealthPLAN Partners first reported a position in Novartis in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Novartis position peaked at $111K in Q2 2023.
1,222 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.