BHWM
NVO

Bay Harbor Wealth Management’s Novo Nordisk NVO Stock Holding History

Bay Harbor 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
2019
Q4 		– Sell
-150
Closed -$4K – 368
2019
Q3 		$4K Hold
150
– – ﹤0.01% 274
2019
Q2 		$4K Hold
150
– – ﹤0.01% 274
2019
Q1 		$4K Hold
150
– – ﹤0.01% 314
2018
Q4 		$3K Buy
+150
New +$3.33K ﹤0.01% 305

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bay Harbor Wealth Management's NVO Position: Q4 2019 in Review

Bay Harbor Wealth Management sold out of Novo Nordisk (NVO) in Q4 2019, closing a stake of 150 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in NVO in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 640 funds tracked by Wall St. Rank hold NVO as of Q4 2019.

  • Bay Harbor Wealth Management reported no remaining Novo Nordisk position as of Q4 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 150 Novo Nordisk shares in Q4 2019, an estimated $4K.
  • Bay Harbor Wealth Management first reported a position in Novo Nordisk in Q4 2018 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Novo Nordisk position peaked at $4K in Q3 2019.
  • 640 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.