First National Bank of South Miami’s Novartis NVS Stock Holding History

First National Bank of South Miami’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	$138K	Hold	1,366	–	–	0.11%	146
2023 Q1	$126K	Hold	1,366	–	–	0.1%	154
2022 Q4	$124K	Hold	1,366	–	–	0.09%	157
2022 Q3	$104K	Hold	1,366	–	–	0.08%	164
2022 Q2	$115K	Hold	1,366	–	–	0.08%	170
2022 Q1	$120K	Hold	1,366	–	–	0.07%	171
2021 Q4	$119K	Hold	1,366	–	–	0.07%	172
2021 Q3	$112K	Hold	1,366	–	–	0.08%	162
2021 Q2	$125K	Hold	1,366	–	–	0.09%	154
2021 Q1	$117K	Hold	1,366	–	–	0.09%	148
2020 Q4	$129K	Hold	1,366	–	–	0.11%	131
2020 Q3	$119K	Hold	1,366	–	–	0.11%	132
2020 Q2	$119K	Hold	1,366	–	–	0.13%	126
2020 Q1	$113K	Hold	1,366	–	–	0.14%	122
2019 Q4	$129K	Hold	1,366	–	–	0.13%	125
2019 Q3	$123K	Hold	1,366	–	–	0.12%	134
2019 Q2	$125K	Sell	1,366 -158	-10%	-$13.4K	0.12%	135
2019 Q1	$131K	Hold	1,524	–	–	0.13%	128
2018 Q4	$120K	Buy	+1,524	New	+$119K	0.12%	134

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 $552B AUM 44.19% 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 National Bank of South Miami's NVS Position: Q2 2023 in Review

First National Bank of South Miami held its Novartis (NVS) position steady in Q2 2023 at 1,366 shares worth $138K. The position accounts for 0.11% of the portfolio, ranked #146.

First National Bank of South Miami first reported a position in NVS in Q4 2018 and has held it in 19 quarters since. 1,203 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

First National Bank of South Miami held 1,366 shares of Novartis worth $138K as of Q2 2023.
First National Bank of South Miami left its Novartis share count unchanged in Q2 2023.
Novartis made up 0.11% of First National Bank of South Miami's portfolio in Q2 2023, its #146 holding.
First National Bank of South Miami first reported a position in Novartis in Q4 2018 and has held it in 19 quarters since.
1,203 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.