Core Wealth Partners’s Novo Nordisk NVO Stock Holding History

Core Wealth Partners’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	-24,534	Closed	-$2.92M	–	128
2022 Q4	$2.92M	Buy	+24,534	New	+$1.44M	3.28%	7

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Core Wealth Partners's NVO Position: Q1 2023 in Review

Core Wealth Partners sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 24,534 shares — an estimated $2.92M sold.

Core Wealth Partners first reported a position in NVO in Q4 2022 and held it in 1 quarter. The position peaked at $2.92M in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

Core Wealth Partners reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 24,534 Novo Nordisk shares in Q1 2023, an estimated $2.92M.
Core Wealth Partners first reported a position in Novo Nordisk in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Novo Nordisk position peaked at $2.92M in Q4 2022.
1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.