FSWA
NVO

Financial Synergies Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-24
Closed -$3.08K – 326
2024
Q1 		$3.08K Buy
+24
New +$2.86K ﹤0.01% 290
2023
Q4 		– Sell
-24
Closed -$2.18K – 524
2023
Q3 		$2.18K Buy
+24
New +$2.11K ﹤0.01% 299

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Financial Synergies Wealth Advisors's NVO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 24 shares — an estimated $3.08K sold.

Financial Synergies Wealth Advisors first reported a position in NVO in Q3 2023 and held it in 2 quarters. The position peaked at $3.08K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 24 Novo Nordisk shares in Q2 2024, an estimated $3.08K.
  • Financial Synergies Wealth Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Novo Nordisk position peaked at $3.08K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.