Moisand Fitzgerald Tamayo’s Novartis NVS Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q2	–	Sell	-11	Closed	-$1.01K	–	777
2023 Q1	$1.01K	Buy	+11	New	+$961	﹤0.01%	685
2021 Q1	–	Sell	-11	Closed	-$1K	–	389
2020 Q4	$1K	Buy	+11	New	+$961	﹤0.01%	339
2018 Q2	–	Sell	-56	Closed	-$4K	–	309
2018 Q1	$4K	Hold	56	–	–	﹤0.01%	265
2017 Q4	$4K	Buy	+56	New	+$4.22K	﹤0.01%	227

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NVS Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Novartis (NVS) in Q2 2023, closing a stake of 11 shares — an estimated $1.01K sold.

Moisand Fitzgerald Tamayo first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 11 Novartis shares in Q2 2023, an estimated $1.01K.
Moisand Fitzgerald Tamayo first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Novartis position peaked at $4K in Q1 2018.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.