Atwood & Palmer’s Novartis NVS Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-375	Closed	-$33K	–	431
2022 Q1	$33K	Buy	375 +300	+400%	+$26K	﹤0.01%	266
2021 Q4	$7K	Hold	75	–	–	﹤0.01%	390
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	374
2021 Q2	$7K	Hold	75	–	–	﹤0.01%	347
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	376
2020 Q4	$7K	Hold	75	–	–	﹤0.01%	328
2020 Q3	$7K	Hold	75	–	–	﹤0.01%	281
2020 Q2	$7K	Hold	75	–	–	﹤0.01%	277
2020 Q1	$6K	Hold	75	–	–	﹤0.01%	274
2019 Q4	$7K	Hold	75	–	–	﹤0.01%	259
2019 Q3	$7K	Hold	75	–	–	﹤0.01%	261
2019 Q2	$7K	Sell	75 -9	-11%	-$762	﹤0.01%	259
2019 Q1	$7K	Hold	84	–	–	﹤0.01%	271
2018 Q4	$6K	Hold	84	–	–	﹤0.01%	272
2018 Q3	$6K	Hold	84	–	–	﹤0.01%	275
2018 Q2	$6K	Hold	84	–	–	﹤0.01%	274
2018 Q1	$6K	Hold	84	–	–	﹤0.01%	267
2017 Q4	$6K	Hold	84	–	–	﹤0.01%	265
2017 Q3	$6K	Hold	84	–	–	﹤0.01%	269
2017 Q2	$6K	Buy	+84	New	+$5.95K	﹤0.01%	277
2016 Q4	–	Sell	-45	Closed	-$3K	–	335
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	302
2016 Q2	$3K	Hold	45	–	–	﹤0.01%	286
2016 Q1	$3K	Sell	45 -2,332	-98%	-$159K	﹤0.01%	291
2015 Q4	$183K	Hold	2,377	–	–	0.03%	130
2015 Q3	$196K	Hold	2,377	–	–	0.04%	121
2015 Q2	$209K	Buy	2,377 +45	+2%	+$4.13K	0.04%	126
2015 Q1	$206K	Sell	2,332 -43	-2%	-$3.81K	0.04%	119
2014 Q4	$198K	Buy	2,375 +2,275	+2,275%	+$189K	0.04%	122
2014 Q3	$8K	Sell	100 -2,232	-96%	-$181K	﹤0.01%	320
2014 Q2	$189K	Buy	+2,332	New	+$183K	0.05%	117

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atwood & Palmer's NVS Position: Q2 2022 in Review

Atwood & Palmer sold out of Novartis (NVS) in Q2 2022, closing a stake of 375 shares — an estimated $33K sold.

Atwood & Palmer first reported a position in NVS in Q2 2014 and held it in 30 quarters. The position peaked at $209K in Q2 2015. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Atwood & Palmer reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 375 Novartis shares in Q2 2022, an estimated $33K.
Atwood & Palmer first reported a position in Novartis in Q2 2014 and held it in 30 quarters.
Atwood & Palmer's Novartis position peaked at $209K in Q2 2015.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.