EWA
NVO

Evolution Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Evolution 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
2021
Q4 		– Sell
-1,218
Closed -$58K – 475
2021
Q3 		$58K Buy
1,218
+556
+84% +$26.9K 0.01% 193
2021
Q2 		$28K Sell
662
-42
-6% -$1.63K 0.01% 263
2021
Q1 		$24K Hold
704
– – 0.01% 270
2020
Q4 		$25K Sell
704
-220
-24% -$7.6K 0.01% 235
2020
Q3 		$32K Hold
924
– – 0.01% 222
2020
Q2 		$30K Sell
924
-42
-4% -$1.34K 0.01% 174
2020
Q1 		$29K Sell
966
-388
-29% -$11.6K 0.01% 134
2019
Q4 		$39K Buy
1,354
+1,272
+1,551% +$35.2K 0.01% 171
2019
Q3 		$2K Buy
+82
New +$2.07K ﹤0.01% 424

Other funds holding NVO

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evolution Wealth Advisors's NVO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2021, closing a stake of 1,218 shares — an estimated $58K sold.

Evolution Wealth Advisors first reported a position in NVO in Q3 2019 and held it in 9 quarters. The position peaked at $58K in Q3 2021. 886 funds tracked by Wall St. Rank hold NVO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,218 Novo Nordisk shares in Q4 2021, an estimated $58K.
  • Evolution Wealth Advisors first reported a position in Novo Nordisk in Q3 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Novo Nordisk position peaked at $58K in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.