West Bancorporation’s Novartis NVS Stock Holding History

West Bancorporation’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 Q4	–	Sell	-34	Closed	-$3K	–	190
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	246
2022 Q2	$3K	Hold	34	–	–	﹤0.01%	267
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	303
2021 Q4	$3K	Buy	+34	New	+$2.82K	﹤0.01%	297
2020 Q3	$7K	Hold	82	–	–	0.01%	236
2020 Q2	$7K	Hold	82	–	–	0.01%	236
2020 Q1	$7K	Sell	82 -196	-71%	-$17.5K	0.01%	209
2019 Q4	$26K	Buy	+278	New	+$24.9K	0.03%	173

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

West Bancorporation's NVS Position: Q4 2022 in Review

West Bancorporation sold out of Novartis (NVS) in Q4 2022, closing a stake of 34 shares — an estimated $3K sold.

West Bancorporation first reported a position in NVS in Q4 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

West Bancorporation reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
West Bancorporation sold 34 Novartis shares in Q4 2022, an estimated $3K.
West Bancorporation first reported a position in Novartis in Q4 2019 and held it in 8 quarters.
West Bancorporation's Novartis position peaked at $26K in Q4 2019.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.