AA
NVO

Apriem Advisors’s Novo Nordisk NVO Stock Holding History

Apriem 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
2024
Q4 		– Sell
-1,730
Closed -$206K – 189
2024
Q3 		$206K Buy
1,730
+195
+13% +$26K 0.02% 170
2024
Q2 		$219K Buy
+1,535
New +$203K 0.03% 160
2018
Q3 		– Sell
-1,500
Closed -$35K – 298
2018
Q2 		$35K Buy
+1,500
New +$35.6K 0.01% 281
2017
Q2 		– Sell
-1,500
Closed -$26K – 408
2017
Q1 		$26K Hold
1,500
– – 0.01% 308
2016
Q4 		$27K Hold
1,500
– – 0.01% 306
2016
Q3 		$31K Sell
1,500
-70
-4% -$1.74K 0.01% 278
2016
Q2 		$42K Buy
1,570
+70
+5% +$1.92K 0.01% 247
2016
Q1 		$41K Sell
1,500
-800
-35% -$21.4K 0.02% 229
2015
Q4 		$67K Hold
2,300
– – 0.02% 178
2015
Q3 		$62K Sell
2,300
-810
-26% -$22.9K 0.02% 180
2015
Q2 		$85K Sell
3,110
-1,200
-28% -$33.7K 0.03% 152
2015
Q1 		$115K Sell
4,310
-170
-4% -$3.92K 0.04% 134
2014
Q4 		$95K Hold
4,480
– – 0.04% 139
2014
Q3 		$107K Buy
4,480
+810
+22% +$18.6K 0.04% 137
2014
Q2 		$85K Hold
3,670
– – 0.03% 156
2014
Q1 		$84K Hold
3,670
– – 0.03% 169
2013
Q4 		$68K Hold
3,670
– – 0.03% 177
2013
Q3 		$62K Hold
3,670
– – 0.03% 182
2013
Q2 		$57K Buy
+3,670
New +$61.1K 0.03% 182

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return