Frontier Wealth Management’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
$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

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.