Kings Point Capital 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
Q1 | $36K | Hold |
415
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $36K | Hold |
415
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $34K | Hold |
415
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $38K | Hold |
415
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $35K | Hold |
415
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $39K | Sell |
415
-1,000
| -71% | -$87.4K | ﹤0.01% | 343 |
|
|
2020
Q3 | $123K | Hold |
1,415
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $124K | Hold |
1,415
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $117K | Sell |
1,415
-500
| -26% | -$44.6K | 0.02% | 197 |
|
|
2019
Q4 | $181K | Sell |
1,915
-54
| -3% | -$4.84K | 0.03% | 182 |
|
|
2019
Q3 | $171K | Sell |
1,969
-147
| -7% | -$13.2K | 0.03% | 172 |
|
|
2019
Q2 | $193K | Sell |
2,116
-21
| -1% | -$1.78K | 0.04% | 146 |
|
|
2019
Q1 | $184K | Buy |
2,137
+1,116
| +109% | +$89.6K | 0.04% | 138 |
|
|
2018
Q4 | $79K | Buy |
1,021
+714
| +233% | +$55.6K | 0.02% | 178 |
|
|
2018
Q3 | $24K | Hold |
307
| – | – | ﹤0.01% | 305 |
|
|
2018
Q2 | $21K | Hold |
307
| – | – | ﹤0.01% | 309 |
|
|
2018
Q1 | $22K | Hold |
307
| – | – | ﹤0.01% | 308 |
|
|
2017
Q4 | $23K | Hold |
307
| – | – | ﹤0.01% | 303 |
|
|
2017
Q3 | $24K | Hold |
307
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $23K | Hold |
307
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $20K | Hold |
307
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $20K | Hold |
307
| – | – | ﹤0.01% | 265 |
|
|
2016
Q3 | $22K | Sell |
307
-165
| -35% | -$12K | 0.01% | 247 |
|
|
2016
Q2 | $35K | Hold |
472
| – | – | 0.01% | 218 |
|
|
2016
Q1 | $31K | Hold |
472
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $36K | Hold |
472
| – | – | 0.01% | 239 |
|
|
2015
Q3 | $39K | Hold |
472
| – | – | 0.01% | 246 |
|
|
2015
Q2 | $42K | Hold |
472
| – | – | 0.01% | 230 |
|
|
2015
Q1 | $42K | Sell |
472
-279
| -37% | -$24.7K | 0.01% | 230 |
|
|
2014
Q4 | $62K | Buy |
751
+165
| +28% | +$13.7K | 0.02% | 185 |
|
|
2014
Q3 | $49K | Hold |
586
| – | – | 0.01% | 184 |
|
|
2014
Q2 | $48K | Buy |
586
+279
| +91% | +$21.9K | 0.01% | 184 |
|
|
2014
Q1 | $23K | Buy |
307
+112
| +57% | +$8.16K | 0.01% | 217 |
|
|
2013
Q4 | $14K | Hold |
195
| – | – | ﹤0.01% | 236 |
|
|
2013
Q3 | $13K | Hold |
195
| – | – | 0.01% | 248 |
|
|
2013
Q2 | $12K | Buy |
+195
| New | +$12.7K | ﹤0.01% | 255 |
|
Other funds holding NVS
Kings Point Capital Management's NVS Position: Q1 2022 in Review
Kings Point Capital Management held its Novartis (NVS) position steady in Q1 2022 at 415 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #390.
Kings Point Capital Management first reported a position in NVS in Q2 2013 and has held it in 36 quarters since. The position peaked at $193K in Q2 2019. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.
- Kings Point Capital Management held 415 shares of Novartis worth $36K as of Q1 2022.
- Kings Point Capital Management left its Novartis share count unchanged in Q1 2022.
- Novartis made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #390 holding.
- Kings Point Capital Management first reported a position in Novartis in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's Novartis position peaked at $193K in Q2 2019.
- 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.