Fiducient Advisors’s Novo Nordisk NVO Stock Holding History

Fiducient 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
2023 Q1	–	Sell	-4,044	Closed	-$274K	–	130
2022 Q4	$274K	Hold	4,044	–	–	0.08%	150
2022 Q3	$201K	Sell	4,044 -7,020	-63%	-$376K	0.1%	59
2022 Q2	$616K	Buy	11,064 +7,020	+174%	+$390K	0.23%	40
2022 Q1	$227K	Sell	4,044 -172	-4%	-$8.83K	0.09%	58
2021 Q4	$236K	Sell	4,216 -3,844	-48%	-$208K	0.07%	55
2021 Q3	$387K	Hold	8,060	–	–	0.12%	62
2021 Q2	$338K	Hold	8,060	–	–	0.1%	51
2021 Q1	$272K	Sell	8,060 -200	-2%	-$7.12K	0.09%	68
2020 Q4	$288K	Buy	+8,260	New	+$286K	0.11%	59

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fiducient Advisors's NVO Position: Q1 2023 in Review

Fiducient Advisors sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 4,044 shares — an estimated $274K sold.

Fiducient Advisors first reported a position in NVO in Q4 2020 and held it in 9 quarters. The position peaked at $616K in Q2 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

Fiducient Advisors reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
Fiducient Advisors sold 4,044 Novo Nordisk shares in Q1 2023, an estimated $274K.
Fiducient Advisors first reported a position in Novo Nordisk in Q4 2020 and held it in 9 quarters.
Fiducient Advisors's Novo Nordisk position peaked at $616K in Q2 2022.
1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.