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NVO

Avantax Planning Partners’s Novo Nordisk NVO Stock Holding History

Avantax Planning Partners’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
-2,307
Closed -$275K – 451
2024
Q3 		$275K Sell
2,307
-1,349
-37% -$180K 0.01% 348
2024
Q2 		$522K Buy
3,656
+1,261
+53% +$167K 0.02% 278
2024
Q1 		$308K Buy
2,395
+37
+2% +$4.4K 0.01% 357
2023
Q4 		$244K Buy
2,358
+80
+4% +$7.91K 0.01% 325
2023
Q3 		$207K Buy
+2,278
New +$201K 0.01% 343
2018
Q4 		– Sell
-170
Closed -$4K – 898
2018
Q3 		$4K Buy
+170
New +$4.15K ﹤0.01% 1183
2018
Q2 		– Sell
-170
Closed -$4K – 1058
2018
Q1 		$4K Buy
+170
New +$4.46K ﹤0.01% 1433

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

Avantax Planning Partners's NVO Position: Q4 2024 in Review

Avantax Planning Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,307 shares — an estimated $275K sold.

Avantax Planning Partners first reported a position in NVO in Q1 2018 and held it in 7 quarters. The position peaked at $522K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Avantax Planning Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 2,307 Novo Nordisk shares in Q4 2024, an estimated $275K.
  • Avantax Planning Partners first reported a position in Novo Nordisk in Q1 2018 and held it in 7 quarters.
  • Avantax Planning Partners's Novo Nordisk position peaked at $522K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.