ACP
NVO

Aveo Capital Partners’s Novo Nordisk NVO Stock Holding History

Aveo Capital 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
-2,980
Closed -$355K – 358
2024
Q3 		$355K Sell
2,980
-66
-2% -$8.8K 0.04% 258
2024
Q2 		$435K Sell
3,046
-1,293
-30% -$171K 0.05% 209
2024
Q1 		$534K Buy
4,339
+2,354
+119% +$280K 0.06% 208
2023
Q4 		$205K Buy
+1,985
New +$196K 0.02% 329

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 $1.88B AUM 29.07% 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

Aveo Capital Partners's NVO Position: Q4 2024 in Review

Aveo Capital Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,980 shares — an estimated $355K sold.

Aveo Capital Partners first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $534K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Aveo Capital Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 2,980 Novo Nordisk shares in Q4 2024, an estimated $355K.
  • Aveo Capital Partners first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Aveo Capital Partners's Novo Nordisk position peaked at $534K in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.