Fortitude Advisory Group’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,059
Closed -$93K 916
2022
Q1
$93K Buy
1,059
+13
+1% +$1.13K 0.05% 363
2021
Q4
$91K Buy
+1,046
New +$86.8K 0.05% 366

Other funds holding NVS

Fortitude Advisory Group's NVS Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Novartis (NVS) in Q2 2022, closing a stake of 1,059 shares — an estimated $93K sold.

Fortitude Advisory Group first reported a position in NVS in Q4 2021 and held it in 2 quarters. The position peaked at $93K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,059 Novartis shares in Q2 2022, an estimated $93K.
  • Fortitude Advisory Group first reported a position in Novartis in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Novartis position peaked at $93K in Q1 2022.
  • 1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.