BWA
NVO

BDO Wealth Advisors’s Novo Nordisk NVO Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$50K Buy
618
+418
+209% +$34.1K 0.01% 434
2023
Q1 		$15.9K Buy
+200
New +$14.2K ﹤0.01% 619
2021
Q1 		– Sell
-92
Closed -$3K – 1235
2020
Q4 		$3K Hold
92
– – ﹤0.01% 719
2020
Q3 		$3K Buy
92
+52
+130% +$1.73K ﹤0.01% 643
2020
Q2 		$1K Hold
40
– – ﹤0.01% 663
2020
Q1 		$1K Buy
+40
New +$1.19K ﹤0.01% 714
2018
Q1 		– Sell
-34
Closed -$1K – 596
2017
Q4 		$1K Buy
+34
New +$865 ﹤0.01% 463

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDO Wealth Advisors's NVO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Novo Nordisk (NVO) stake by 209% in Q2 2023, buying an estimated $34.1K and bringing the position to 618 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #434.

BDO Wealth Advisors first reported a position in NVO in Q4 2017 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • BDO Wealth Advisors held 618 shares of Novo Nordisk worth $50K as of Q2 2023.
  • BDO Wealth Advisors bought 418 Novo Nordisk shares in Q2 2023, an estimated $34.1K.
  • Novo Nordisk made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #434 holding.
  • BDO Wealth Advisors first reported a position in Novo Nordisk in Q4 2017 and has held it in 7 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.