AWA
NVO

Arete Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Arete 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
2024
Q3 		– Sell
-12,760
Closed -$1.82M – 790
2024
Q2 		$1.82M Buy
12,760
+1,564
+14% +$207K 0.15% 138
2024
Q1 		$1.44M Buy
11,196
+2,776
+33% +$330K 0.13% 168
2023
Q4 		$871K Buy
8,420
+290
+4% +$28.7K 0.07% 278
2023
Q3 		$739K Buy
8,130
+5,462
+205% +$481K 0.13% 174
2023
Q2 		$216K Sell
2,668
-110
-4% -$8.99K 0.02% 576
2023
Q1 		$221K Buy
+2,778
New +$197K 0.02% 556

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arete Wealth Advisors's NVO Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 12,760 shares — an estimated $1.82M sold.

Arete Wealth Advisors first reported a position in NVO in Q1 2023 and held it in 6 quarters. The position peaked at $1.82M in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,760 Novo Nordisk shares in Q3 2024, an estimated $1.82M.
  • Arete Wealth Advisors first reported a position in Novo Nordisk in Q1 2023 and held it in 6 quarters.
  • Arete Wealth Advisors's Novo Nordisk position peaked at $1.82M in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.