CWA
NVO

Canvas Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Canvas 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
2024
Q4 		– Sell
-1,767
Closed -$210K – 192
2024
Q3 		$210K Buy
+1,767
New +$236K 0.06% 164
2023
Q2 		– Sell
-2,598
Closed -$216K – 140
2023
Q1 		$216K Sell
2,598
-944
-27% -$66.9K 0.09% 130
2022
Q4 		$248K Sell
3,542
-372
-10% -$21.8K 0.1% 127
2022
Q3 		$211K Buy
+3,914
New +$210K 0.09% 119
2022
Q1 		– Sell
-5,304
Closed -$297K – 162
2021
Q4 		$297K Sell
5,304
-314
-6% -$17K 0.11% 112
2021
Q3 		$270K Sell
5,618
-606
-10% -$29.3K 0.11% 101
2021
Q2 		$261K Hold
6,224
– – 0.12% 103
2021
Q1 		$216K Buy
+6,224
New +$222K 0.13% 106

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Canvas Wealth Advisors's NVO Position: Q4 2024 in Review

Canvas Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,767 shares — an estimated $210K sold.

Canvas Wealth Advisors first reported a position in NVO in Q1 2021 and held it in 8 quarters. The position peaked at $297K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Canvas Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 1,767 Novo Nordisk shares in Q4 2024, an estimated $210K.
  • Canvas Wealth Advisors first reported a position in Novo Nordisk in Q1 2021 and held it in 8 quarters.
  • Canvas Wealth Advisors's Novo Nordisk position peaked at $297K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Canvas Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.