BOPW
NVO

Brandywine Oak Private Wealth’s Novo Nordisk NVO Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		– Sell
-6,828
Closed -$380K – 312
2022
Q2 		$380K Buy
6,828
+268
+4% +$14.9K 0.05% 205
2022
Q1 		$363K Sell
6,560
-628
-9% -$32.2K 0.04% 230
2021
Q4 		$402K Sell
7,188
-1,054
-13% -$57.1K 0.04% 218
2021
Q3 		$387K Sell
8,242
-466
-5% -$22.5K 0.04% 216
2021
Q2 		$364K Sell
8,708
-924
-10% -$35.8K 0.04% 224
2021
Q1 		$324K Sell
9,632
-296
-3% -$10.5K 0.05% 189
2020
Q4 		$346K Sell
9,928
-1,764
-15% -$61K 0.05% 176
2020
Q3 		$405K Sell
11,692
-284
-2% -$9.47K 0.07% 159
2020
Q2 		$392K Buy
11,976
+2,492
+26% +$79.5K 0.07% 157
2020
Q1 		$285K Sell
9,484
-990
-9% -$29.5K 0.06% 165
2019
Q4 		$303K Sell
10,474
-274
-3% -$7.59K 0.06% 180
2019
Q3 		$277K Buy
10,748
+276
+3% +$6.98K 0.05% 177
2019
Q2 		$267K Sell
10,472
-146
-1% -$3.61K 0.05% 181
2019
Q1 		$277K Sell
10,618
-1,288
-11% -$31.7K 0.06% 174
2018
Q4 		$274K Buy
+11,906
New +$265K 0.06% 157

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Brandywine Oak Private Wealth's NVO Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 6,828 shares — an estimated $380K sold.

Brandywine Oak Private Wealth first reported a position in NVO in Q4 2018 and held it in 15 quarters. The position peaked at $405K in Q3 2020. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Brandywine Oak Private Wealth reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 6,828 Novo Nordisk shares in Q3 2022, an estimated $380K.
  • Brandywine Oak Private Wealth first reported a position in Novo Nordisk in Q4 2018 and held it in 15 quarters.
  • Brandywine Oak Private Wealth's Novo Nordisk position peaked at $405K in Q3 2020.
  • 907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.