A detailed history of First Foundation Advisors transactions in Novartis Ag stock. As of the latest transaction made, First Foundation Advisors holds 3,501 shares of NVS stock, worth $372,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,501
Previous 3,621 3.31%
Holding current value
$372,646
Previous $365,000 7.4%
% of portfolio
0.01%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$95.27 - $108.47 $11,432 - $13,016
-120 Reduced 3.31%
3,501 $338,000
Q4 2023

Feb 14, 2024

SELL
$92.27 - $101.54 $40,321 - $44,372
-437 Reduced 10.77%
3,621 $365,000
Q3 2023

Nov 15, 2023

SELL
$94.73 - $105.13 $16,861 - $18,713
-178 Reduced 4.2%
4,058 $413,000
Q2 2023

Aug 14, 2023

SELL
$92.52 - $104.91 $38,858 - $44,062
-420 Reduced 9.02%
4,236 $427,000
Q1 2023

May 12, 2023

SELL
$80.03 - $92.81 $21,127 - $24,501
-264 Reduced 5.37%
4,656 $428,000
Q4 2022

Feb 14, 2023

SELL
$75.55 - $92.52 $21,154 - $25,905
-280 Reduced 5.38%
4,920 $446,000
Q3 2022

Nov 10, 2022

SELL
$74.61 - $87.26 $82,667 - $96,684
-1,108 Reduced 17.56%
5,200 $395,000
Q3 2022

Nov 10, 2022

SELL
$74.61 - $87.26 $82,667 - $96,684
-1,108 Reduced 17.56%
5,200 $395,000
Q2 2022

Aug 12, 2022

SELL
$80.52 - $93.75 $127,946 - $148,968
-1,589 Reduced 20.12%
6,308 $533,000
Q1 2022

May 05, 2022

SELL
$80.11 - $90.62 $39,334 - $44,494
-491 Reduced 5.85%
7,897 $693,000
Q4 2021

Feb 14, 2022

BUY
$79.7 - $88.13 $25,344 - $28,025
318 Added 3.94%
8,388 $734,000
Q3 2021

Nov 15, 2021

SELL
$81.78 - $95.14 $55,773 - $64,885
-682 Reduced 7.79%
8,070 $660,000
Q2 2021

Aug 13, 2021

BUY
$85.24 - $94.15 $6,052 - $6,684
71 Added 0.82%
8,752 $799,000
Q1 2021

May 18, 2021

SELL
$83.5 - $98.47 $781,810 - $921,974
-9,363 Reduced 51.89%
8,681 $742,000
Q4 2020

Feb 16, 2021

BUY
$78.07 - $94.43 $16,160 - $19,547
207 Added 1.16%
18,044 $1.7 Million
Q3 2020

Nov 12, 2020

BUY
$82.14 - $91.0 $593,379 - $657,384
7,224 Added 68.07%
17,837 $1.55 Million
Q2 2020

Aug 14, 2020

SELL
$80.93 - $91.1 $58,593 - $65,956
-724 Reduced 6.39%
10,613 $927,000
Q1 2020

May 11, 2020

BUY
$70.67 - $99.01 $801,185 - $1.12 Million
11,337 New
11,337 $935,000
Q4 2017

Feb 14, 2018

SELL
$72.33 - $77.64 $199,413 - $214,053
-2,757 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
2,757
2,757 $230,000

Others Institutions Holding NVS

About NOVARTIS AG


  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $229B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.