Lenox Wealth Advisors’s Novartis NVS Stock Holding History

Lenox Wealth 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 Q1	$37K	Buy	394 +80	+25%	+$6.93K	﹤0.01%	278
2021 Q4	$27K	Sell	314 -55	-15%	-$4.57K	﹤0.01%	349
2021 Q3	$30K	Hold	369	–	–	﹤0.01%	303
2021 Q2	$34K	Buy	369 +16	+5%	+$1.43K	﹤0.01%	288
2021 Q1	$30K	Sell	353 -263	-43%	-$23.6K	﹤0.01%	252
2020 Q4	$58K	Buy	616 +170	+38%	+$14.9K	0.01%	169
2020 Q3	$39K	Sell	446 -205	-31%	-$17.8K	0.01%	192
2020 Q2	$57K	Buy	651 +337	+107%	+$29.1K	0.01%	148
2020 Q1	$26K	Hold	314	–	–	﹤0.01%	220
2019 Q4	$30K	Hold	314	–	–	﹤0.01%	256
2019 Q3	$27K	Buy	+314	New	+$28.2K	﹤0.01%	239
2019 Q2	–	Sell	-81	Closed	-$7K	–	529
2019 Q1	$7K	Buy	+81	New	+$6.5K	﹤0.01%	313
2018 Q3	–	Sell	-280	Closed	-$19K	–	488
2018 Q2	$19K	Sell	280 -78	-22%	-$5.38K	﹤0.01%	267
2018 Q1	$26K	Buy	358 +127	+55%	+$9.67K	0.01%	238
2017 Q4	$17K	Buy	+231	New	+$17.4K	﹤0.01%	143
2016 Q1	–	Sell	-37	Closed	-$3K	–	361
2015 Q4	$3K	Sell	37 -144	-80%	-$11.4K	﹤0.01%	286
2015 Q3	$15K	Hold	181	–	–	0.01%	162
2015 Q2	$16K	Hold	181	–	–	0.01%	111
2015 Q1	$16K	Hold	181	–	–	0.01%	138
2014 Q4	$15K	Hold	181	–	–	0.01%	152
2014 Q3	$15K	Buy	+181	New	+$14.6K	0.01%	150

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Lenox Wealth Advisors's NVS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Novartis (NVS) stake by 25% in Q1 2022, buying an estimated $6.93K and bringing the position to 394 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Lenox Wealth Advisors first reported a position in NVS in Q3 2014 and has held it in 21 quarters since. The position peaked at $58K in Q4 2020. 1,137 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Lenox Wealth Advisors held 394 shares of Novartis worth $37K as of Q1 2022.
Lenox Wealth Advisors bought 80 Novartis shares in Q1 2022, an estimated $6.93K.
Novartis made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #278 holding.
Lenox Wealth Advisors first reported a position in Novartis in Q3 2014 and has held it in 21 quarters since.
Lenox Wealth Advisors's Novartis position peaked at $58K in Q4 2020.
1,137 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.