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Tobias Financial Advisors’s Novartis NVS Stock Holding History

Tobias 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
-184,926
Closed -$16.2M – 111
2021
Q4 		$16.2M Buy
+184,926
New +$15.4M 1.27% 35

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Tobias Financial Advisors sold out of Novartis (NVS) in Q1 2022, closing a stake of 184,926 shares — an estimated $16.2M sold.

Tobias Financial Advisors first reported a position in NVS in Q4 2021 and held it in 1 quarter. The position peaked at $16.2M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 184,926 Novartis shares in Q1 2022, an estimated $16.2M.
  • Tobias Financial Advisors first reported a position in Novartis in Q4 2021 and held it in 1 quarter.
  • Tobias Financial Advisors's Novartis position peaked at $16.2M in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.