EWP
NVO

Engrave Wealth Partners’s Novo Nordisk NVO Stock Holding History

Engrave 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
2020
Q3 		– Sell
-712
Closed -$23K – 308
2020
Q2 		$23K Hold
712
– – 0.02% 168
2020
Q1 		$21K Hold
712
– – 0.02% 151
2019
Q4 		$20K Buy
+712
New +$19.7K 0.02% 222

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Bank of America
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Loomis, Sayles & Company
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F
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Engrave Wealth Partners's NVO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Novo Nordisk (NVO) in Q3 2020, closing a stake of 712 shares — an estimated $23K sold.

Engrave Wealth Partners first reported a position in NVO in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q2 2020. 659 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Novo Nordisk position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 712 Novo Nordisk shares in Q3 2020, an estimated $23K.
  • Engrave Wealth Partners first reported a position in Novo Nordisk in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Novo Nordisk position peaked at $23K in Q2 2020.
  • 659 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.