BFA
NVO

BMS Financial Advisors’s Novo Nordisk NVO Stock Holding History

BMS Financial 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 		$658K Sell
8,136
-2,852
-26% -$233K 0.43% 35
2023
Q1 		$874K Buy
10,988
+212
+2% +$15K 0.6% 28
2022
Q4 		$729K Buy
10,776
+298
+3% +$17.5K 0.48% 35
2022
Q3 		$522K Buy
10,478
+12
+0.1% +$643 0.37% 55
2022
Q2 		$583K Buy
+10,466
New +$581K 0.38% 44

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

BMS Financial Advisors's NVO Position: Q2 2023 in Review

BMS Financial Advisors reduced its Novo Nordisk (NVO) stake by 26% in Q2 2023, selling an estimated $233K and leaving 8,136 shares worth $658K. The position accounts for 0.43% of the portfolio, ranked #35.

BMS Financial Advisors first reported a position in NVO in Q2 2022 and has held it in 5 quarters since. The position peaked at $874K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • BMS Financial Advisors held 8,136 shares of Novo Nordisk worth $658K as of Q2 2023.
  • BMS Financial Advisors sold 2,852 Novo Nordisk shares in Q2 2023, an estimated $233K.
  • Novo Nordisk made up 0.43% of BMS Financial Advisors's portfolio in Q2 2023, its #35 holding.
  • BMS Financial Advisors first reported a position in Novo Nordisk in Q2 2022 and has held it in 5 quarters since.
  • BMS Financial Advisors's Novo Nordisk position peaked at $874K in Q1 2023.
  • 1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.