Wipfli Financial Advisors’s Novartis NVS Stock Holding History

Wipfli Financial 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
2022 Q3	$453K	Buy	+5,956	New	+$494K	0.03%	244

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Wipfli Financial Advisors's NVS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Novartis (NVS) in Q3 2022: 5,956 shares worth $453K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Wipfli Financial Advisors held 5,956 shares of Novartis worth $453K as of Q3 2022.
Novartis was a new Wipfli Financial Advisors position in Q3 2022.
Novartis made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #244 holding.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.