DWM
NVO

Doyle Wealth Management’s Novo Nordisk NVO Stock Holding History

Doyle 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
2019
Q3 		– Sell
-2,232
Closed -$57K – 564
2019
Q2 		$57K Buy
+2,232
New +$55.2K 0.01% 338
2019
Q1 		– Sell
-1,000
Closed -$23K – 551
2018
Q4 		$23K Buy
+1,000
New +$22.2K ﹤0.01% 491

Other funds holding NVO

Renaissance Technologies
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Doyle Wealth Management's NVO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Novo Nordisk (NVO) in Q3 2019, closing a stake of 2,232 shares — an estimated $57K sold.

Doyle Wealth Management first reported a position in NVO in Q4 2018 and held it in 2 quarters. The position peaked at $57K in Q2 2019. 564 funds tracked by Wall St. Rank hold NVO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Novo Nordisk position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,232 Novo Nordisk shares in Q3 2019, an estimated $57K.
  • Doyle Wealth Management first reported a position in Novo Nordisk in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Novo Nordisk position peaked at $57K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.