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Wetzel Investment Advisors’s Novartis NVS Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-220
Closed -$21.3K – 645
2024
Q2 		$21.3K Hold
220
– – 0.01% 338
2024
Q1 		$20.4K Hold
220
– – 0.01% 378
2023
Q4 		$22K Buy
+220
New +$21.2K 0.01% 364

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wetzel Investment Advisors's NVS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 220 shares — an estimated $21.3K sold.

Wetzel Investment Advisors first reported a position in NVS in Q4 2023 and held it in 3 quarters. The position peaked at $22K in Q4 2023. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 220 Novartis shares in Q3 2024, an estimated $21.3K.
  • Wetzel Investment Advisors first reported a position in Novartis in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Novartis position peaked at $22K in Q4 2023.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.