Novartis shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Novartis
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Quarterly reported holdings in Novartis by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $252k | 2.4k | 106.46 |
| 2024-03-31 | $339k | 3.5k | 96.73 |
| 2023-12-31 | $366k | 3.6k | 100.97 |
| 2023-09-30 | $413k | 4.1k | 101.86 |
| 2023-06-30 | $428k | 4.2k | 100.91 |
| 2023-03-31 | $428k | 4.7k | 92.00 |
| 2022-12-31 | $446k | 4.9k | 90.72 |
| 2022-09-30 | $395k | 5.2k | 75.96 |
| 2022-06-30 | $533k | 6.3k | 84.50 |
| 2022-03-31 | $693k | 7.9k | 87.75 |
| 2021-12-31 | $734k | 8.4k | 87.51 |
| 2021-09-30 | $660k | 8.1k | 81.78 |
| 2021-06-30 | $799k | 8.8k | 91.29 |
| 2021-03-31 | $742k | 8.7k | 85.47 |
| 2020-12-31 | $1.7M | 18k | 94.47 |
| 2020-09-30 | $1.6M | 18k | 86.94 |
| 2020-06-30 | $927k | 11k | 87.35 |
| 2020-03-31 | $935k | 11k | 82.47 |
| 2017-09-30 | $237k | 2.8k | 85.96 |
| 2017-06-30 | $230k | 2.8k | 83.42 |
| 2016-12-31 | $202k | 2.8k | 72.87 |
| 2016-09-30 | $312k | 4.0k | 78.91 |
| 2016-06-30 | $321k | 3.9k | 82.58 |
| 2016-03-31 | $1.6M | 22k | 72.44 |
| 2015-12-31 | $23M | 266k | 86.04 |
| 2015-09-30 | $23M | 249k | 91.92 |
| 2015-06-30 | $25M | 249k | 98.34 |
| 2015-03-31 | $24M | 245k | 98.61 |
| 2014-12-31 | $22M | 232k | 92.66 |
| 2014-09-30 | $22M | 233k | 94.13 |
| 2014-06-30 | $26M | 285k | 90.53 |
| 2014-03-31 | $24M | 281k | 85.02 |
| 2013-12-31 | $21M | 265k | 80.38 |
| 2013-09-30 | $20M | 258k | 76.71 |
| 2013-06-30 | $17M | 245k | 70.71 |
| 2013-03-31 | $17M | 238k | 71.24 |
| 2012-12-31 | $14M | 227k | 63.30 |
| 2012-09-30 | $14M | 226k | 61.26 |
| 2012-06-30 | $13M | 226k | 55.90 |
| 2012-03-31 | $6.9M | 125k | 55.41 |