Cowen Prime Advisors’s Novartis NVS Stock Holding History

Cowen Prime 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
2023 Q2	$10.1K	Hold	100	–	–	﹤0.01%	167
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	168
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	166
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	151
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	158
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	158
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	153
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	152
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	149
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	151
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	153
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	154
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	157
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	161
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	152
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	143
2019 Q2	$9K	Sell	100 -12	-11%	-$1.02K	﹤0.01%	149
2019 Q1	$10K	Hold	112	–	–	0.01%	148
2018 Q4	$9K	Hold	112	–	–	0.01%	155
2018 Q3	$9K	Hold	112	–	–	﹤0.01%	176
2018 Q2	$8K	Hold	112	–	–	﹤0.01%	184
2018 Q1	$8K	Hold	112	–	–	﹤0.01%	178
2017 Q4	$8K	Hold	112	–	–	﹤0.01%	171
2017 Q3	$9K	Hold	112	–	–	﹤0.01%	164
2017 Q2	$8K	Hold	112	–	–	﹤0.01%	168
2017 Q1	$7K	Buy	+112	New	+$7.46K	﹤0.01%	170

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cowen Prime Advisors's NVS Position: Q2 2023 in Review

Cowen Prime Advisors held its Novartis (NVS) position steady in Q2 2023 at 100 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Cowen Prime Advisors first reported a position in NVS in Q1 2017 and has held it in 26 quarters since. 1,201 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Cowen Prime Advisors held 100 shares of Novartis worth $10.1K as of Q2 2023.
Cowen Prime Advisors left its Novartis share count unchanged in Q2 2023.
Novartis made up ﹤0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #167 holding.
Cowen Prime Advisors first reported a position in Novartis in Q1 2017 and has held it in 26 quarters since.
1,201 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.