Avitas Wealth Management’s Novo Nordisk NVO Stock Holding History

Avitas Wealth Management’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	$390K	Sell	4,533 -30	-0.7%	-$3.24K	0.05%	165
2024 Q3	$543K	Sell	4,563 -336	-7%	-$44.8K	0.08%	156
2024 Q2	$699K	Sell	4,899 -277	-5%	-$36.7K	0.1%	153
2024 Q1	$665K	Sell	5,176 -60	-1%	-$7.14K	0.1%	157
2023 Q4	$542K	Sell	5,236 -15	-0.3%	-$1.48K	0.09%	156
2023 Q3	$478K	Sell	5,251 -169	-3%	-$14.9K	0.09%	161
2023 Q2	$439K	Sell	5,420 -72	-1%	-$5.88K	0.08%	166
2023 Q1	$437K	Buy	+5,492	New	+$389K	0.09%	166

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Avitas Wealth Management's NVO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Novo Nordisk (NVO) stake by 0.66% in Q4 2024, selling an estimated $3.24K and leaving 4,533 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #165.

Avitas Wealth Management first reported a position in NVO in Q1 2023 and has held it in 8 quarters since. The position peaked at $699K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Avitas Wealth Management held 4,533 shares of Novo Nordisk worth $390K as of Q4 2024.
Avitas Wealth Management sold 30 Novo Nordisk shares in Q4 2024, an estimated $3.24K.
Novo Nordisk made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #165 holding.
Avitas Wealth Management first reported a position in Novo Nordisk in Q1 2023 and has held it in 8 quarters since.
Avitas Wealth Management's Novo Nordisk position peaked at $699K in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.