First Command Bank’s Novartis NVS Stock Holding History

First Command Bank’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%	341
2023 Q1	$9.2K	Hold	100	–	–	﹤0.01%	334
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	335
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	339
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	341
2022 Q1	$9K	Sell	100 -248	-71%	-$21.5K	﹤0.01%	342
2021 Q4	$28K	Hold	348	–	–	﹤0.01%	295
2021 Q3	$28K	Hold	348	–	–	﹤0.01%	295
2021 Q2	$32K	Hold	348	–	–	﹤0.01%	285
2021 Q1	$30K	Sell	348 -262	-43%	-$23.5K	0.01%	269
2020 Q4	$58K	Hold	610	–	–	0.01%	206
2020 Q3	$53K	Hold	610	–	–	0.02%	186
2020 Q2	$53K	Hold	610	–	–	0.02%	186
2020 Q1	$50K	Sell	610 -150	-20%	-$13.4K	0.03%	187
2019 Q4	$72K	Buy	760 +131	+21%	+$11.8K	0.03%	185
2019 Q3	$55K	Buy	629 +239	+61%	+$21.5K	0.03%	198
2019 Q2	$36K	Sell	390 -45	-10%	-$3.81K	0.02%	227
2019 Q1	$37K	Hold	435	–	–	0.02%	225
2018 Q4	$33K	Hold	435	–	–	0.02%	241
2018 Q3	$34K	Hold	435	–	–	0.01%	236
2018 Q2	$29K	Hold	435	–	–	0.01%	251
2018 Q1	$31.5K	Hold	435	–	–	0.02%	248
2017 Q4	$33K	Hold	435	–	–	0.02%	238
2017 Q3	$33K	Hold	435	–	–	0.02%	235
2017 Q2	$33K	Hold	435	–	–	0.02%	244
2017 Q1	$29K	Buy	435 +335	+335%	+$22.3K	0.02%	244
2016 Q4	$7K	Buy	+100	New	+$6.49K	0.01%	343

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 Command Bank's NVS Position: Q2 2023 in Review

First Command Bank 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 #341.

First Command Bank first reported a position in NVS in Q4 2016 and has held it in 27 quarters since. The position peaked at $72K in Q4 2019. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

First Command Bank held 100 shares of Novartis worth $10.1K as of Q2 2023.
First Command Bank left its Novartis share count unchanged in Q2 2023.
Novartis made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #341 holding.
First Command Bank first reported a position in Novartis in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Novartis position peaked at $72K in Q4 2019.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.