Burt Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Burt 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
2021 Q1	–	Sell	-1,300	Closed	-$45K	–	270
2020 Q4	$45K	Hold	1,300	–	–	0.02%	186
2020 Q3	$45K	Hold	1,300	–	–	0.02%	184
2020 Q2	$43K	Hold	1,300	–	–	0.02%	186
2020 Q1	$39K	Sell	1,300 -150	-10%	-$4.47K	0.02%	183
2019 Q4	$42K	Buy	1,450 +150	+12%	+$4.15K	0.02%	186
2019 Q3	$34K	Hold	1,300	–	–	0.01%	198
2019 Q2	$33K	Hold	1,300	–	–	0.01%	197
2019 Q1	$34K	Hold	1,300	–	–	0.02%	200
2018 Q4	$30K	Hold	1,300	–	–	0.01%	205
2018 Q3	$31K	Hold	1,300	–	–	0.01%	217
2018 Q2	$30K	Hold	1,300	–	–	0.01%	215
2018 Q1	$32K	Hold	1,300	–	–	0.02%	218
2017 Q4	$35K	Hold	1,300	–	–	0.02%	206
2017 Q3	$31K	Buy	+1,300	New	+$29.4K	0.02%	210
2016 Q3	–	Sell	-206	Closed	-$5K	–	420
2016 Q2	$5K	Sell	206 -26	-11%	-$713	0.01%	315
2016 Q1	$6K	Buy	232 +26	+13%	+$697	0.01%	365
2015 Q4	$6K	Buy	+206	New	+$5.7K	﹤0.01%	347

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Loomis, Sayles & Company

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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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return