CPA
NVO

Capital Planning Advisors’s Novo Nordisk NVO Stock Holding History

Capital Planning 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
-2,172
Closed -$259K – 145
2024
Q3 		$259K Hold
2,172
– – 0.04% 124
2024
Q2 		$310K Hold
2,172
– – 0.05% 112
2024
Q1 		$279K Buy
+2,172
New +$259K 0.05% 122

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 Planning Advisors's NVO Position: Q4 2024 in Review

Capital Planning Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,172 shares — an estimated $259K sold.

Capital Planning Advisors first reported a position in NVO in Q1 2024 and held it in 3 quarters. The position peaked at $310K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Capital Planning Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Capital Planning Advisors sold 2,172 Novo Nordisk shares in Q4 2024, an estimated $259K.
  • Capital Planning Advisors first reported a position in Novo Nordisk in Q1 2024 and held it in 3 quarters.
  • Capital Planning Advisors's Novo Nordisk position peaked at $310K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Capital Planning Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.