Financial Advisory Group’s Novo Nordisk NVO Stock Holding History

Financial Advisory Group’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
2024 Q1	$580K	Buy	4,514 +24	+0.5%	+$2.86K	0.1%	59
2023 Q4	$464K	Hold	4,490	–	–	0.09%	63
2023 Q3	$408K	Hold	4,490	–	–	0.08%	64
2023 Q2	$363K	Hold	4,490	–	–	0.07%	65
2023 Q1	$357K	Hold	4,490	–	–	0.07%	63
2022 Q4	$304K	Hold	4,490	–	–	0.06%	70
2022 Q3	$224K	Hold	4,490	–	–	0.05%	81
2022 Q2	$250K	Hold	4,490	–	–	0.05%	78
2022 Q1	$249K	Hold	4,490	–	–	0.05%	84
2021 Q4	$251K	Hold	4,490	–	–	0.05%	83
2021 Q3	$216K	Buy	+4,490	New	+$217K	0.05%	88

Other funds holding NVO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advisory Group's NVO Position: Q1 2024 in Review

Financial Advisory Group increased its Novo Nordisk (NVO) stake by 0.53% in Q1 2024, buying an estimated $2.86K and bringing the position to 4,514 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #59.

Financial Advisory Group first reported a position in NVO in Q3 2021 and has held it in 11 quarters since. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

Financial Advisory Group held 4,514 shares of Novo Nordisk worth $580K as of Q1 2024.
Financial Advisory Group bought 24 Novo Nordisk shares in Q1 2024, an estimated $2.86K.
Novo Nordisk made up 0.1% of Financial Advisory Group's portfolio in Q1 2024, its #59 holding.
Financial Advisory Group first reported a position in Novo Nordisk in Q3 2021 and has held it in 11 quarters since.
1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.