Edge Wealth Management’s Novo Nordisk NVO Stock Holding History

Edge 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
2022 Q1	–	Sell	-300	Closed	-$17K	–	337
2021 Q4	$17K	Hold	300	–	–	﹤0.01%	270
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	295
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	296
2021 Q1	$10K	Buy	+300	New	+$10.7K	﹤0.01%	301
2020 Q3	–	Sell	-400	Closed	-$13K	–	572
2020 Q2	$13K	Hold	400	–	–	﹤0.01%	430
2020 Q1	$12K	Hold	400	–	–	﹤0.01%	380
2019 Q4	$12K	Hold	400	–	–	﹤0.01%	407
2019 Q3	$10K	Hold	400	–	–	﹤0.01%	411
2019 Q2	$10K	Hold	400	–	–	﹤0.01%	414
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	402
2018 Q4	$9K	Hold	400	–	–	﹤0.01%	413
2018 Q3	$9K	Hold	400	–	–	﹤0.01%	448
2018 Q2	$9K	Hold	400	–	–	﹤0.01%	432
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	383
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	381
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	368
2017 Q2	$8K	Hold	400	–	–	﹤0.01%	391
2017 Q1	$7K	Hold	400	–	–	﹤0.01%	386
2016 Q4	$7K	Buy	+400	New	+$7.25K	﹤0.01%	374

Other funds holding NVO

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Edge Wealth Management's NVO Position: Q1 2022 in Review

Edge Wealth Management sold out of Novo Nordisk (NVO) in Q1 2022, closing a stake of 300 shares — an estimated $17K sold.

Edge Wealth Management first reported a position in NVO in Q4 2016 and held it in 19 quarters. The position peaked at $17K in Q4 2021. 901 funds tracked by Wall St. Rank hold NVO as of Q1 2022.

Edge Wealth Management reported no remaining Novo Nordisk position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 300 Novo Nordisk shares in Q1 2022, an estimated $17K.
Edge Wealth Management first reported a position in Novo Nordisk in Q4 2016 and held it in 19 quarters.
Edge Wealth Management's Novo Nordisk position peaked at $17K in Q4 2021.
901 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.