AWM
NVO

Aevitas Wealth Management’s Novo Nordisk NVO Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-4,046
Closed -$105K – 256
2019
Q1 		$105K Hold
4,046
– – 0.09% 134
2018
Q4 		$93K Hold
4,046
– – 0.1% 134
2018
Q3 		$95K Buy
4,046
+14
+0.3% +$342 0.09% 145
2018
Q2 		$93K Buy
4,032
+26
+0.6% +$618 0.09% 141
2018
Q1 		$99K Hold
4,006
– – 0.1% 133
2017
Q4 		$107K Buy
+4,006
New +$102K 0.1% 133

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Aevitas Wealth Management's NVO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Novo Nordisk (NVO) in Q2 2019, closing a stake of 4,046 shares — an estimated $105K sold.

Aevitas Wealth Management first reported a position in NVO in Q4 2017 and held it in 6 quarters. The position peaked at $107K in Q4 2017. 559 funds tracked by Wall St. Rank hold NVO as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Novo Nordisk position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 4,046 Novo Nordisk shares in Q2 2019, an estimated $105K.
  • Aevitas Wealth Management first reported a position in Novo Nordisk in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Novo Nordisk position peaked at $107K in Q4 2017.
  • 559 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.