DWA
NVO

Delos Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Delos 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
Q4 		– Sell
-129
Closed -$23.9K – 370
2023
Q3 		$23.9K Sell
129
-129
-50% -$11.4K 0.03% 98
2023
Q2 		$20.9K Hold
258
– – 0.03% 98
2023
Q1 		$20.5K Hold
258
– – 0.03% 96
2022
Q4 		$17.5K Hold
258
– – 0.03% 104
2022
Q3 		$13K Hold
258
– – 0.02% 119
2022
Q2 		$14K Hold
258
– – 0.02% 114
2022
Q1 		$14K Hold
258
– – 0.01% 142
2021
Q4 		$14K Buy
+258
New +$14K 0.01% 175

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Delos Wealth Advisors's NVO Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 129 shares — an estimated $23.9K sold.

Delos Wealth Advisors first reported a position in NVO in Q4 2021 and held it in 8 quarters. The position peaked at $23.9K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 129 Novo Nordisk shares in Q4 2023, an estimated $23.9K.
  • Delos Wealth Advisors first reported a position in Novo Nordisk in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's Novo Nordisk position peaked at $23.9K in Q3 2023.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.