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American Portfolios Advisors’s Novartis NVS Stock Holding History

American Portfolios 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 		$473K Buy
6,224
+314
+5% +$26K 0.02% 665
2022
Q2 		$500K Sell
5,910
-155
-3% -$13.6K 0.02% 656
2022
Q1 		$532K Buy
6,065
+75
+1% +$6.49K 0.02% 709
2021
Q4 		$524K Sell
5,990
-109
-2% -$9.05K 0.02% 717
2021
Q3 		$499K Sell
6,099
-516
-8% -$46.4K 0.02% 715
2021
Q2 		$604K Sell
6,615
-377
-5% -$33.6K 0.02% 629
2021
Q1 		$598K Buy
6,992
+651
+10% +$58.4K 0.03% 583
2020
Q4 		$599K Sell
6,341
-419
-6% -$36.6K 0.03% 503
2020
Q3 		$588K Buy
6,760
+205
+3% +$17.8K 0.03% 434
2020
Q2 		$573K Buy
6,555
+331
+5% +$28.6K 0.04% 403
2020
Q1 		$513K Sell
6,224
-813
-12% -$72.5K 0.04% 363
2019
Q4 		$666K Buy
7,037
+130
+2% +$11.7K 0.05% 347
2019
Q3 		$600K Buy
6,907
+128
+2% +$11.5K 0.05% 351
2019
Q2 		$619K Sell
6,779
-705
-9% -$59.7K 0.05% 333
2019
Q1 		$645K Buy
7,484
+651
+10% +$52.3K 0.06% 301
2018
Q4 		$525K Sell
6,833
-623
-8% -$48.5K 0.06% 268
2018
Q3 		$576K Sell
7,456
-661
-8% -$48.9K 0.07% 282
2018
Q2 		$549K Buy
8,117
+1,501
+23% +$104K 0.07% 263
2018
Q1 		$479K Buy
6,616
+28
+0.4% +$2.13K 0.07% 271
2017
Q4 		$496K Buy
+6,588
New +$497K 0.08% 254

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's NVS Position: Q3 2022 in Review

American Portfolios Advisors increased its Novartis (NVS) stake by 5.3% in Q3 2022, buying an estimated $26K and bringing the position to 6,224 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #665.

American Portfolios Advisors first reported a position in NVS in Q4 2017 and has held it in 20 quarters since. The position peaked at $666K in Q4 2019. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

  • American Portfolios Advisors held 6,224 shares of Novartis worth $473K as of Q3 2022.
  • American Portfolios Advisors bought 314 Novartis shares in Q3 2022, an estimated $26K.
  • Novartis made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #665 holding.
  • American Portfolios Advisors first reported a position in Novartis in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Novartis position peaked at $666K in Q4 2019.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.