Herold Advisors’s Novartis NVS Stock Holding History

Herold Advisors’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	–	Sell	-491	Closed	-$43.1K	–	516
2022 Q1	$43.1K	Buy	+491	New	+$42.5K	0.02%	399
2021 Q4	–	Sell	-481	Closed	-$39K	–	500
2021 Q3	$39K	Buy	+481	New	+$43.3K	0.02%	413

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

Herold Advisors's NVS Position: Q2 2022 in Review

Herold Advisors sold out of Novartis (NVS) in Q2 2022, closing a stake of 491 shares — an estimated $43.1K sold.

Herold Advisors first reported a position in NVS in Q3 2021 and held it in 2 quarters. The position peaked at $43.1K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Herold Advisors reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 491 Novartis shares in Q2 2022, an estimated $43.1K.
Herold Advisors first reported a position in Novartis in Q3 2021 and held it in 2 quarters.
Herold Advisors's Novartis position peaked at $43.1K in Q1 2022.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.