B. Riley Wealth Management’s Novartis NVS Stock Holding History

B. Riley Wealth Management’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	$465	Buy	5,497 +1,614	+42%	+$142K	﹤0.01%	426
2022 Q1	$341K	Sell	3,883 -69	-2%	-$5.97K	0.03%	422
2021 Q4	$346K	Buy	3,952 +258	+7%	+$21.4K	0.02%	433
2021 Q3	$302K	Buy	3,694 +982	+36%	+$88.3K	0.02%	455
2021 Q2	$247K	Buy	2,712 +2	+0.1%	+$178	0.03%	342
2021 Q1	$232K	Sell	2,710 -77	-3%	-$6.91K	0.03%	336
2020 Q4	$263K	Sell	2,787 -77	-3%	-$6.73K	0.03%	286
2020 Q3	$249K	Buy	+2,864	New	+$248K	0.03%	327
2019 Q2	–	Sell	-2,570	Closed	-$221K	–	421
2019 Q1	$221K	Buy	+2,570	New	+$206K	0.04%	332
2015 Q3	–	Sell	-190	Closed	-$16K	–	558
2015 Q2	$16K	Buy	190 +3	+2%	+$275	0.01%	652
2015 Q1	$16K	Hold	187	–	–	0.01%	662
2014 Q4	$15K	Hold	187	–	–	0.01%	656
2014 Q3	$15K	Hold	187	–	–	0.01%	681
2014 Q2	$15K	Buy	187 +3	+2%	+$236	0.01%	734
2014 Q1	$14K	Buy	+184	New	+$13.4K	0.01%	702

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

B. Riley Wealth Management's NVS Position: Q2 2022 in Review

B. Riley Wealth Management increased its Novartis (NVS) stake by 42% in Q2 2022, buying an estimated $142K and bringing the position to 5,497 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #426.

B. Riley Wealth Management first reported a position in NVS in Q1 2014 and has held it in 15 quarters since. The position peaked at $346K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

B. Riley Wealth Management held 5,497 shares of Novartis worth $465 as of Q2 2022.
B. Riley Wealth Management bought 1,614 Novartis shares in Q2 2022, an estimated $142K.
Novartis made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #426 holding.
B. Riley Wealth Management first reported a position in Novartis in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Novartis position peaked at $346K in Q4 2021.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.