CA
NVO

Cetera Advisors’s Novo Nordisk NVO Stock Holding History

Cetera 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
Q1 		$8.17M Buy
63,633
+32,862
+107% +$3.91M 0.06% 304
2023
Q4 		$3.18M Buy
30,771
+11,197
+57% +$1.11M 0.04% 378
2023
Q3 		$1.78M Sell
19,574
-4,896
-20% -$431K 0.03% 502
2023
Q2 		$1.98M Buy
24,470
+7,962
+48% +$650K 0.03% 466
2023
Q1 		$1.31M Buy
16,508
+1,876
+13% +$133K 0.02% 594
2022
Q4 		$990K Buy
+14,632
New +$858K 0.02% 678
2016
Q4 		– Sell
-10,846
Closed -$222K – 783
2016
Q3 		$222K Sell
10,846
-1,182
-10% -$29.3K 0.02% 640
2016
Q2 		$322K Buy
12,028
+1,278
+12% +$35K 0.03% 548
2016
Q1 		$289K Buy
10,750
+1,458
+16% +$39.1K 0.02% 535
2015
Q4 		$269K Sell
9,292
-1,648
-15% -$45.6K 0.02% 570
2015
Q3 		$296K Sell
10,940
-1,976
-15% -$55.9K 0.03% 496
2015
Q2 		$353K Sell
12,916
-7,948
-38% -$223K 0.03% 461
2015
Q1 		$556K Buy
20,864
+1,388
+7% +$32K 0.05% 362
2014
Q4 		$412K Buy
19,476
+4,522
+30% +$101K 0.04% 405
2014
Q3 		$357K Buy
+14,954
New +$344K 0.03% 415

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Advisors's NVO Position: Q1 2024 in Review

Cetera Advisors increased its Novo Nordisk (NVO) stake by 107% in Q1 2024, buying an estimated $3.91M and bringing the position to 63,633 shares worth $8.17M. The position accounts for 0.06% of the portfolio, ranked #304.

Cetera Advisors first reported a position in NVO in Q3 2014 and has held it in 15 quarters since. 1,747 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Cetera Advisors held 63,633 shares of Novo Nordisk worth $8.17M as of Q1 2024.
  • Cetera Advisors bought 32,862 Novo Nordisk shares in Q1 2024, an estimated $3.91M.
  • Novo Nordisk made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #304 holding.
  • Cetera Advisors first reported a position in Novo Nordisk in Q3 2014 and has held it in 15 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.