CAL
NVO

Capital Advisors Ltd’s Novo Nordisk NVO Stock Holding History

Capital Advisors Ltd’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
2023
Q1 		– Sell
-1,750
Closed -$118K – 1445
2022
Q4 		$118K Hold
1,750
– – 0.02% 298
2022
Q3 		$87K Hold
1,750
– – 0.02% 326
2022
Q2 		$98K Hold
1,750
– – 0.02% 306
2022
Q1 		$97K Hold
1,750
– – 0.02% 315
2021
Q4 		$98K Hold
1,750
– – 0.02% 303
2021
Q3 		$84K Buy
+1,750
New +$84.6K 0.02% 289

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capital Advisors Ltd's NVO Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 1,750 shares — an estimated $118K sold.

Capital Advisors Ltd first reported a position in NVO in Q3 2021 and held it in 6 quarters. The position peaked at $118K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,750 Novo Nordisk shares in Q1 2023, an estimated $118K.
  • Capital Advisors Ltd first reported a position in Novo Nordisk in Q3 2021 and held it in 6 quarters.
  • Capital Advisors Ltd's Novo Nordisk position peaked at $118K in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.