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

Other funds holding NVO

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Burt Wealth Advisors's NVO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Novo Nordisk (NVO) in Q1 2021, closing a stake of 1,300 shares — an estimated $45K sold.

Burt Wealth Advisors first reported a position in NVO in Q4 2015 and held it in 17 quarters. The position peaked at $45K in Q4 2020. 707 funds tracked by Wall St. Rank hold NVO as of Q1 2021.

Burt Wealth Advisors reported no remaining Novo Nordisk position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,300 Novo Nordisk shares in Q1 2021, an estimated $45K.
Burt Wealth Advisors first reported a position in Novo Nordisk in Q4 2015 and held it in 17 quarters.
Burt Wealth Advisors's Novo Nordisk position peaked at $45K in Q4 2020.
707 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.