Frontier Wealth Management’s Novartis NVS Stock Holding History

Frontier Wealth Management’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
2022 Q2	$1.02M	Sell	12,082 -337	-3%	-$29.6K	0.07%	175
2022 Q1	$1.15M	Sell	12,419 -650	-5%	-$56.3K	0.01%	162
2021 Q4	$1.14M	Sell	13,069 -5,713	-30%	-$474K	0.08%	169
2021 Q3	$1.54M	Sell	18,782 -3,150	-14%	-$283K	0.11%	142
2021 Q2	$2M	Sell	21,932 -376	-2%	-$33.5K	0.14%	117
2021 Q1	$1.91M	Buy	22,308 +226	+1%	+$20.3K	0.15%	112
2020 Q4	$2.08M	Buy	22,082 +279	+1%	+$24.4K	0.17%	99
2020 Q3	$1.9M	Buy	21,803 +700	+3%	+$60.6K	0.17%	100
2020 Q2	$1.84M	Sell	21,103 -62	-0.3%	-$5.35K	0.17%	103
2020 Q1	$1.75M	Buy	21,165 +7,446	+54%	+$664K	0.28%	89
2019 Q4	$1.3M	Sell	13,719 -10,361	-43%	-$930K	0.21%	106
2019 Q3	$2.09M	Buy	24,080 +400	+2%	+$35.9K	0.31%	74
2019 Q2	$2.16M	Buy	23,680 +545	+2%	+$46.1K	0.32%	71
2019 Q1	$1.99M	Sell	23,135 -12,311	-35%	-$988K	0.27%	84
2018 Q4	$2.73M	Buy	35,446 +1,276	+4%	+$99.3K	0.41%	54
2018 Q3	$2.64M	Sell	34,170 -3,253	-9%	-$240K	0.25%	62
2018 Q2	$2.53M	Buy	37,423 +4,153	+12%	+$287K	0.36%	62
2018 Q1	$2.41M	Buy	33,270 +7,940	+31%	+$604K	0.34%	73
2017 Q4	$1.91M	Sell	25,330 -3,231	-11%	-$244K	0.31%	79
2017 Q3	$2.2M	Buy	28,561 +199	+0.7%	+$15K	0.32%	85
2017 Q2	$2.12M	Sell	28,362 -657	-2%	-$46.6K	0.32%	83
2017 Q1	$1.93M	Sell	29,019 -536	-2%	-$35.7K	0.3%	89
2016 Q4	$1.93M	Buy	29,555 +6,584	+29%	+$427K	0.32%	94
2016 Q3	$1.63M	Hold	22,971	–	–	0.25%	98
2016 Q2	$1.7M	Sell	22,971 -251	-1%	-$17.3K	0.27%	94
2016 Q1	$1.51M	Sell	23,222 -529	-2%	-$36K	0.13%	99
2015 Q4	$1.83M	Buy	23,751 +789	+3%	+$62.7K	0.29%	92
2015 Q3	$1.89M	Buy	22,962 +2,443	+12%	+$217K	0.3%	88
2015 Q2	$1.81M	Buy	20,519 +18,072	+739%	+$1.66M	0.28%	88
2015 Q1	$216K	Sell	2,447 -1,844	-43%	-$164K	0.03%	276
2014 Q4	$356K	Buy	+4,291	New	+$356K	0.07%	171

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Frontier Wealth Management's NVS Position: Q2 2022 in Review

Frontier Wealth Management reduced its Novartis (NVS) stake by 2.7% in Q2 2022, selling an estimated $29.6K and leaving 12,082 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #175.

Frontier Wealth Management first reported a position in NVS in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.73M in Q4 2018. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Frontier Wealth Management held 12,082 shares of Novartis worth $1.02M as of Q2 2022.
Frontier Wealth Management sold 337 Novartis shares in Q2 2022, an estimated $29.6K.
Novartis made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #175 holding.
Frontier Wealth Management first reported a position in Novartis in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Novartis position peaked at $2.73M in Q4 2018.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.