Capital Advisory Group Advisory Services’s Novartis NVS Stock Holding History

Capital Advisory Group Advisory Services’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	-85	Closed	-$7K	–	386
2022 Q1	$7K	Buy	+85	New	+$7.36K	﹤0.01%	402
2021 Q4	–	Sell	-85	Closed	-$7K	–	377
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	438
2021 Q2	$8K	Hold	85	–	–	﹤0.01%	422
2021 Q1	$7K	Hold	85	–	–	﹤0.01%	422
2020 Q4	$8K	Hold	85	–	–	﹤0.01%	392
2020 Q3	$7K	Sell	85 -39	-31%	-$3.38K	﹤0.01%	353
2020 Q2	$11K	Hold	124	–	–	0.01%	296
2020 Q1	$10K	Buy	+124	New	+$11.1K	0.01%	234

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

Capital Advisory Group Advisory Services's NVS Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Novartis (NVS) in Q2 2022, closing a stake of 85 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in NVS in Q1 2020 and held it in 8 quarters. The position peaked at $11K in Q2 2020. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 85 Novartis shares in Q2 2022, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in Novartis in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Novartis position peaked at $11K in Q2 2020.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.