Brown Shipley & Co’s Novo Nordisk NVO Stock Holding History

Brown Shipley & Co’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
2024 Q2	–	Sell	-158	Closed	-$17.5K	–	104
2024 Q1	$17.5K	Buy	+158	New	+$18.8K	0.01%	93

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Brown Shipley & Co's NVO Position: Q2 2024 in Review

Brown Shipley & Co sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 158 shares — an estimated $17.5K sold.

Brown Shipley & Co first reported a position in NVO in Q1 2024 and held it in 1 quarter. The position peaked at $17.5K in Q1 2024. 1,861 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

Brown Shipley & Co reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
Brown Shipley & Co sold 158 Novo Nordisk shares in Q2 2024, an estimated $17.5K.
Brown Shipley & Co first reported a position in Novo Nordisk in Q1 2024 and held it in 1 quarter.
Brown Shipley & Co's Novo Nordisk position peaked at $17.5K in Q1 2024.
1,861 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Brown Shipley & Co's 13F filing for Q2 2024, filed 19 Aug 2024.