B. Riley Wealth Management’s Novo Nordisk NVO Stock Holding History

B. Riley 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
2022 Q2	$181K	Buy	11,732 +4,190	+56%	+$233K	0.21%	34
2022 Q1	$419K	Buy	7,542 +1,910	+34%	+$98K	0.03%	368
2021 Q4	$315K	Buy	+5,632	New	+$305K	0.02%	460
2015 Q3	–	Sell	-500	Closed	-$13K	–	557
2015 Q2	$13K	Hold	500	–	–	0.01%	690
2015 Q1	$13K	Hold	500	–	–	0.01%	709
2014 Q4	$10K	Hold	500	–	–	0.01%	735
2014 Q3	$11K	Hold	500	–	–	0.01%	745
2014 Q2	$11K	Hold	500	–	–	0.01%	801
2014 Q1	$11K	Buy	+500	New	+$10.7K	0.01%	743

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

B. Riley Wealth Management's NVO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Novo Nordisk (NVO) stake by 56% in Q2 2022, buying an estimated $233K and bringing the position to 11,732 shares worth $181K. The position accounts for 0.21% of the portfolio, ranked #34.

B. Riley Wealth Management first reported a position in NVO in Q1 2014 and has held it in 9 quarters since. The position peaked at $419K in Q1 2022. 933 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

B. Riley Wealth Management held 11,732 shares of Novo Nordisk worth $181K as of Q2 2022.
B. Riley Wealth Management bought 4,190 Novo Nordisk shares in Q2 2022, an estimated $233K.
Novo Nordisk made up 0.21% of B. Riley Wealth Management's portfolio in Q2 2022, its #34 holding.
B. Riley Wealth Management first reported a position in Novo Nordisk in Q1 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's Novo Nordisk position peaked at $419K in Q1 2022.
933 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.