9258 Wealth Management’s Novo Nordisk NVO Stock Holding History

9258 Wealth Management’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$305K	Sell	2,561 -28	-1%	-$3.73K	0.05%	272
2024 Q2	$370K	Sell	2,589 -109	-4%	-$14.4K	0.06%	235
2024 Q1	$346K	Buy	2,698 +185	+7%	+$22K	0.05%	244
2023 Q4	$260K	Buy	2,513 +97	+4%	+$9.59K	0.05%	270
2023 Q3	$220K	Sell	2,416 -418	-15%	-$36.8K	0.04%	288
2023 Q2	$229K	Sell	2,834 -326	-10%	-$26.6K	0.04%	292
2023 Q1	$251K	Buy	3,160 +18	+0.6%	+$1.28K	0.05%	274
2022 Q4	$213K	Sell	3,142 -4,212	-57%	-$247K	0.05%	301
2022 Q3	$366K	Sell	7,354 -730	-9%	-$39.1K	0.09%	208
2022 Q2	$450K	Buy	8,084 +132	+2%	+$7.33K	0.12%	187
2022 Q1	$442K	Sell	7,952 -524	-6%	-$26.9K	0.1%	211
2021 Q4	$475K	Buy	8,476 +134	+2%	+$7.26K	0.11%	203
2021 Q3	$400K	Sell	8,342 -16	-0.2%	-$774	0.11%	205
2021 Q2	$350K	Buy	+8,358	New	+$324K	0.09%	229

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

9258 Wealth Management's NVO Position: Q3 2024 in Review

9258 Wealth Management reduced its Novo Nordisk (NVO) stake by 1.1% in Q3 2024, selling an estimated $3.73K and leaving 2,561 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #272.

9258 Wealth Management first reported a position in NVO in Q2 2021 and has held it in 14 quarters since. The position peaked at $475K in Q4 2021. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

9258 Wealth Management held 2,561 shares of Novo Nordisk worth $305K as of Q3 2024.
9258 Wealth Management sold 28 Novo Nordisk shares in Q3 2024, an estimated $3.73K.
Novo Nordisk made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #272 holding.
9258 Wealth Management first reported a position in Novo Nordisk in Q2 2021 and has held it in 14 quarters since.
9258 Wealth Management's Novo Nordisk position peaked at $475K in Q4 2021.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.