AWS
NVO

Aris Wealth Services’s Novo Nordisk NVO Stock Holding History

Aris Wealth Services’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
2015
Q3 		$22K Hold
824
– – 0.05% 156
2015
Q2 		$23K Buy
+824
New +$23.2K 0.02% 298

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Aris Wealth Services's NVO Position: Q3 2015 in Review

Aris Wealth Services held its Novo Nordisk (NVO) position steady in Q3 2015 at 824 shares worth $22K. The position accounts for 0.05% of the portfolio, ranked #156.

Aris Wealth Services first reported a position in NVO in Q2 2015 and has held it in 2 quarters since. The position peaked at $23K in Q2 2015. 525 funds tracked by Wall St. Rank hold NVO as of Q3 2015.

  • Aris Wealth Services held 824 shares of Novo Nordisk worth $22K as of Q3 2015.
  • Aris Wealth Services left its Novo Nordisk share count unchanged in Q3 2015.
  • Novo Nordisk made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #156 holding.
  • Aris Wealth Services first reported a position in Novo Nordisk in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's Novo Nordisk position peaked at $23K in Q2 2015.
  • 525 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.