AWM
NVO

Adams Wealth Management’s Novo Nordisk NVO Stock Holding History

Adams 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
2020
Q4 		– Sell
-580
Closed -$20K – 249
2020
Q3 		$20K Buy
+580
New +$19.3K 0.02% 148

Other funds holding NVO

Renaissance Technologies
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Adams Wealth Management's NVO Position: Q4 2020 in Review

Adams Wealth Management sold out of Novo Nordisk (NVO) in Q4 2020, closing a stake of 580 shares — an estimated $20K sold.

Adams Wealth Management first reported a position in NVO in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 702 funds tracked by Wall St. Rank hold NVO as of Q4 2020.

  • Adams Wealth Management reported no remaining Novo Nordisk position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 580 Novo Nordisk shares in Q4 2020, an estimated $20K.
  • Adams Wealth Management first reported a position in Novo Nordisk in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Novo Nordisk position peaked at $20K in Q3 2020.
  • 702 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.