Moser Wealth Advisors’s Novartis NVS Stock Holding History

Moser 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	–	Sell	-10,465	Closed	-$915K	–	141
2021 Q4	$915K	Hold	10,465	–	–	0.55%	41
2021 Q3	$856K	Buy	10,465 +1,150	+12%	+$103K	0.55%	45
2021 Q2	$850K	Sell	9,315 -1,525	-14%	-$136K	0.55%	44
2021 Q1	$927K	Buy	10,840 +25	+0.2%	+$2.24K	0.65%	39
2020 Q4	$1.02M	Hold	10,815	–	–	0.75%	32
2020 Q3	$940K	Sell	10,815 -75	-0.7%	-$6.5K	0.75%	29
2020 Q2	$951K	Hold	10,890	–	–	0.91%	28
2020 Q1	$898K	Sell	10,890 -175	-2%	-$15.6K	1.04%	24
2019 Q4	$1.05M	Buy	+11,065	New	+$993K	1.01%	22

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

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

Moser Wealth Advisors sold out of Novartis (NVS) in Q1 2022, closing a stake of 10,465 shares — an estimated $915K sold.

Moser Wealth Advisors first reported a position in NVS in Q4 2019 and held it in 9 quarters. The position peaked at $1.05M in Q4 2019. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Moser Wealth Advisors reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Moser Wealth Advisors sold 10,465 Novartis shares in Q1 2022, an estimated $915K.
Moser Wealth Advisors first reported a position in Novartis in Q4 2019 and held it in 9 quarters.
Moser Wealth Advisors's Novartis position peaked at $1.05M in Q4 2019.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Moser Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.