CAWM
NVO

Capital Advisors Wealth Management’s Novo Nordisk NVO Stock Holding History

Capital Advisors Wealth Management’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
-11,037
Closed -$1.31M – 181
2024
Q3 		$1.31M Buy
11,037
+41
+0.4% +$5.47K 0.24% 54
2024
Q2 		$1.57M Buy
10,996
+1,305
+13% +$173K 0.31% 47
2024
Q1 		$1.24M Buy
9,691
+720
+8% +$85.7K 0.26% 51
2023
Q4 		$928K Buy
+8,971
New +$887K 0.21% 61

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

Capital Advisors Wealth Management's NVO Position: Q4 2024 in Review

Capital Advisors Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 11,037 shares — an estimated $1.31M sold.

Capital Advisors Wealth Management first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $1.57M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Capital Advisors Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 11,037 Novo Nordisk shares in Q4 2024, an estimated $1.31M.
  • Capital Advisors Wealth Management first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Capital Advisors Wealth Management's Novo Nordisk position peaked at $1.57M in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.