Teamwork Financial Advisors’s Novartis NVS Stock Holding History

Teamwork Financial 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	-3,506	Closed	-$307K	–	308
2021 Q4	$307K	Sell	3,506 -66	-2%	-$5.48K	0.06%	235
2021 Q3	$292K	Hold	3,572	–	–	0.06%	219
2021 Q2	$326K	Buy	3,572 +166	+5%	+$14.8K	0.07%	187
2021 Q1	$291K	Buy	3,406 +81	+2%	+$7.27K	0.07%	189
2020 Q4	$314K	Hold	3,325	–	–	0.07%	160
2020 Q3	$289K	Hold	3,325	–	–	0.09%	144
2020 Q2	$290K	Hold	3,325	–	–	0.1%	147
2020 Q1	$274K	Buy	+3,325	New	+$297K	0.17%	93

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

Teamwork Financial Advisors's NVS Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Novartis (NVS) in Q1 2022, closing a stake of 3,506 shares — an estimated $307K sold.

Teamwork Financial Advisors first reported a position in NVS in Q1 2020 and held it in 8 quarters. The position peaked at $326K in Q2 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Teamwork Financial Advisors reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 3,506 Novartis shares in Q1 2022, an estimated $307K.
Teamwork Financial Advisors first reported a position in Novartis in Q1 2020 and held it in 8 quarters.
Teamwork Financial Advisors's Novartis position peaked at $326K in Q2 2021.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.