TimeScale Financial’s Novartis NVS Stock Holding History

TimeScale Financial’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	$20.2K	Hold	200	–	–	﹤0.01%	298
2023 Q1	$18.4K	Hold	200	–	–	﹤0.01%	295
2022 Q4	$15.2K	Hold	200	–	–	﹤0.01%	249
2022 Q3	$15K	Hold	200	–	–	﹤0.01%	250
2022 Q2	$17K	Hold	200	–	–	﹤0.01%	236
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	243
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	248
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	259
2021 Q2	$18K	Hold	200	–	–	﹤0.01%	259
2021 Q1	$17K	Hold	200	–	–	﹤0.01%	280
2020 Q4	$19K	Hold	200	–	–	0.01%	234
2020 Q3	$17K	Hold	200	–	–	0.01%	241
2020 Q2	$18K	Hold	200	–	–	0.01%	236
2020 Q1	$16K	Hold	200	–	–	0.01%	230
2019 Q4	$18K	Hold	200	–	–	0.01%	290
2019 Q3	$17K	Hold	200	–	–	0.01%	302
2019 Q2	$18K	Buy	+200	New	+$16.9K	0.01%	301

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

TimeScale Financial's NVS Position: Q2 2023 in Review

TimeScale Financial held its Novartis (NVS) position steady in Q2 2023 at 200 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

TimeScale Financial first reported a position in NVS in Q2 2019 and has held it in 17 quarters since. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

TimeScale Financial held 200 shares of Novartis worth $20.2K as of Q2 2023.
TimeScale Financial left its Novartis share count unchanged in Q2 2023.
Novartis made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #298 holding.
TimeScale Financial first reported a position in Novartis in Q2 2019 and has held it in 17 quarters since.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.