DWM
NVO

Dorchester Wealth Management’s Novo Nordisk NVO Stock Holding History

Dorchester Wealth Management’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
-6,560
Closed -$531K – 160
2023
Q2 		$531K Sell
6,560
-500
-7% -$40.8K 0.11% 94
2023
Q1 		$562K Buy
7,060
+1,120
+19% +$79.4K 0.12% 92
2022
Q4 		$402K Sell
5,940
-3,680
-38% -$216K 0.1% 101
2022
Q3 		$479K Sell
9,620
-1,000
-9% -$53.6K 0.11% 99
2022
Q2 		$592K Buy
+10,620
New +$589K 0.12% 96

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

Dorchester Wealth Management's NVO Position: Q3 2023 in Review

Dorchester Wealth Management sold out of Novo Nordisk (NVO) in Q3 2023, closing a stake of 6,560 shares — an estimated $531K sold.

Dorchester Wealth Management first reported a position in NVO in Q2 2022 and held it in 5 quarters. The position peaked at $592K in Q2 2022. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • Dorchester Wealth Management reported no remaining Novo Nordisk position as of Q3 2023 after selling out during the quarter.
  • Dorchester Wealth Management sold 6,560 Novo Nordisk shares in Q3 2023, an estimated $531K.
  • Dorchester Wealth Management first reported a position in Novo Nordisk in Q2 2022 and held it in 5 quarters.
  • Dorchester Wealth Management's Novo Nordisk position peaked at $592K in Q2 2022.
  • 1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Dorchester Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.