AWA
NVO

Amplius Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Amplius Wealth Advisors’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
2022
Q4 		– Sell
-8,622
Closed -$430K – 180
2022
Q3 		$430K Sell
8,622
-2,480
-22% -$133K 0.08% 97
2022
Q2 		$618K Sell
11,102
-2,240
-17% -$124K 0.1% 78
2022
Q1 		$740K Buy
13,342
+500
+4% +$25.7K 0.11% 76
2021
Q4 		$719K Buy
+12,842
New +$696K 0.1% 80

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Amplius Wealth Advisors's NVO Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2022, closing a stake of 8,622 shares — an estimated $430K sold.

Amplius Wealth Advisors first reported a position in NVO in Q4 2021 and held it in 4 quarters. The position peaked at $740K in Q1 2022. 1,049 funds tracked by Wall St. Rank hold NVO as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 8,622 Novo Nordisk shares in Q4 2022, an estimated $430K.
  • Amplius Wealth Advisors first reported a position in Novo Nordisk in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Novo Nordisk position peaked at $740K in Q1 2022.
  • 1,049 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.