Financial Architects (New Jersey)’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,000
Closed -$86K 1558
2017
Q2
$86K Buy
+4,000
New +$80.7K 0.02% 521

Other funds holding NVO

Financial Architects (New Jersey)'s NVO Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Novo Nordisk (NVO) stake by 8.1% in Q2 2023, selling an estimated $43.3K and leaving 6,052 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #209.

Financial Architects (New Jersey) first reported a position in NVO in Q3 2013 and has held it in 34 quarters since. The position peaked at $524K in Q1 2023. 1,196 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • Financial Architects (New Jersey) held 6,052 shares of Novo Nordisk worth $490K as of Q2 2023.
  • Financial Architects (New Jersey) sold 530 Novo Nordisk shares in Q2 2023, an estimated $43.3K.
  • Novo Nordisk made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #209 holding.
  • Financial Architects (New Jersey) first reported a position in Novo Nordisk in Q3 2013 and has held it in 34 quarters since.
  • Financial Architects (New Jersey)'s Novo Nordisk position peaked at $524K in Q1 2023.
  • 1,196 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.