CWA
NVO

Clearview Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Clearview 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
2023
Q3 		– Sell
-878
Closed -$71K – 445
2023
Q2 		$71K Sell
878
-40
-4% -$3.27K 0.07% 172
2023
Q1 		$73K Buy
918
+40
+5% +$2.84K 0.07% 170
2022
Q4 		$59.4K Hold
878
– – 0.05% 159
2022
Q3 		$44K Sell
878
-60
-6% -$3.21K 0.03% 176
2022
Q2 		$52K Sell
938
-60
-6% -$3.33K 0.04% 185
2022
Q1 		$55K Sell
998
-510
-34% -$26.2K 0.04% 188
2021
Q4 		$84K Buy
1,508
+438
+41% +$23.7K 0.05% 173
2021
Q3 		$51K Sell
1,070
-1,612
-60% -$77.9K 0.03% 232
2021
Q2 		$112K Buy
+2,682
New +$104K 0.07% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearview Wealth Advisors's NVO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2023, closing a stake of 878 shares — an estimated $71K sold.

Clearview Wealth Advisors first reported a position in NVO in Q2 2021 and held it in 9 quarters. The position peaked at $112K in Q2 2021. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 878 Novo Nordisk shares in Q3 2023, an estimated $71K.
  • Clearview Wealth Advisors first reported a position in Novo Nordisk in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's Novo Nordisk position peaked at $112K in Q2 2021.
  • 1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.