SEC 13F Intelligence

Hc Financial Advisors Inc / NVSN

Hc Financial Advisors Inc’s Novartis AG Position

Does Hc Financial Advisors Inc own Novartis AG (NVSN)? Yes20.7K shares worth $2M (+1.17% of its 13F portfolio) as of Q2 2022, down from 21.3K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
20.7K
% of Portfolio
+1.17%
Quarters Held
15
currently held

Position History NVSN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202220.7K$2M+1.17%
Q1 202221.3K$2M+1.11%
Q4 202121.9K$2M+1.06%
Q3 202121.1K$2M+1.03%
Q2 202120.3K$2M+1.08%
Q1 202119.9K$2M+1.04%
Q4 202019.4K$2M+1.18%
Q3 202017.8K$2M+1.11%
Q2 202016.6K$1M+1.13%
Q1 202016.7K$1M+1.23%
Q4 201916.9K$2M+1.26%
Q3 201917.3K$2M+1.29%
Q2 201918.5K$2M+1.68%
Q1 201917.9K$2M+1.81%
Q4 201817.8K$2M+3.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of NVSN.