FWM
NVO

Filbrandt Wealth Management’s Novo Nordisk NVO Stock Holding History

Filbrandt 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
2021
Q3 		$259K Hold
5,390
– – 0.15% 33
2021
Q2 		$226K Buy
+5,390
New +$209K 0.13% 36

Other funds holding NVO

Renaissance Technologies
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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

Filbrandt Wealth Management's NVO Position: Q3 2021 in Review

Filbrandt Wealth Management held its Novo Nordisk (NVO) position steady in Q3 2021 at 5,390 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #33.

Filbrandt Wealth Management first reported a position in NVO in Q2 2021 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold NVO as of Q3 2021.

  • Filbrandt Wealth Management held 5,390 shares of Novo Nordisk worth $259K as of Q3 2021.
  • Filbrandt Wealth Management left its Novo Nordisk share count unchanged in Q3 2021.
  • Novo Nordisk made up 0.15% of Filbrandt Wealth Management's portfolio in Q3 2021, its #33 holding.
  • Filbrandt Wealth Management first reported a position in Novo Nordisk in Q2 2021 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.