First Capital Advisors Group’s Novartis NVS Stock Holding History

First Capital Advisors Group’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	$159K	Buy	+1,578	New	+$158K	0.08%	170
2018 Q2	–	Sell	-2,510	Closed	-$182K	–	571
2018 Q1	$182K	Sell	2,510 -178	-7%	-$13.6K	0.11%	174
2017 Q4	$202K	Buy	+2,688	New	+$203K	0.13%	169

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Capital Advisors Group's NVS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Novartis (NVS) in Q2 2023: 1,578 shares worth $159K. The stake represents 0.08% of the portfolio and ranks #170 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in NVS as recently as Q1 2018.

First Capital Advisors Group first reported a position in NVS in Q4 2017 and has held it in 3 quarters since. The position peaked at $202K in Q4 2017. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

First Capital Advisors Group held 1,578 shares of Novartis worth $159K as of Q2 2023.
Novartis was a new First Capital Advisors Group position in Q2 2023.
Novartis made up 0.08% of First Capital Advisors Group's portfolio in Q2 2023, its #170 holding.
First Capital Advisors Group first reported a position in Novartis in Q4 2017 and has held it in 3 quarters since.
First Capital Advisors Group's Novartis position peaked at $202K in Q4 2017.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.