BDWM
NVO

Brewin Dolphin Wealth Management’s Novo Nordisk NVO Stock Holding History

Brewin Dolphin 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 		– Sell
-64
Closed -$4K – 372
2022
Q1 		$4K Buy
+64
New +$3.29K ﹤0.01% 332

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Bank of America
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Capital International Investors
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Loomis, Sayles & Company
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
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WCM Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brewin Dolphin Wealth Management's NVO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of Novo Nordisk (NVO) in Q2 2022, closing a stake of 64 shares — an estimated $4K sold.

Brewin Dolphin Wealth Management first reported a position in NVO in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 933 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining Novo Nordisk position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 64 Novo Nordisk shares in Q2 2022, an estimated $4K.
  • Brewin Dolphin Wealth Management first reported a position in Novo Nordisk in Q1 2022 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Novo Nordisk position peaked at $4K in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.