Straight Path Wealth Management »

Novartis shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $253k 2.5k 100.97
2023-09-30 $255k 2.5k 101.86
2023-06-30 $253k 2.5k 100.91
2023-03-31 $231k 2.5k 92.00
2022-12-31 $228k 2.5k 90.72
2022-06-30 $213k 2.5k 84.73
2022-03-31 $221k 2.5k 87.91
2021-12-31 $220k 2.5k 87.51

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Dimensional Etf Trust Short Duration F (DFSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Straight Path Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis