FTA
NVO

Financial & Tax Architects’s Novo Nordisk NVO Stock Holding History

Financial & Tax Architects’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
Q3 		– Sell
-3,991
Closed -$570K – 98
2024
Q2 		$570K Buy
3,991
+1,039
+35% +$138K 0.15% 69
2024
Q1 		$379K Buy
+2,952
New +$351K 0.1% 75
2021
Q4 		– Sell
-8,776
Closed -$421K – 100
2021
Q3 		$421K Buy
+8,776
New +$424K 0.19% 78
2021
Q2 		– Sell
-10,262
Closed -$346K – 104
2021
Q1 		$346K Buy
+10,262
New +$366K 0.19% 84

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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial & Tax Architects's NVO Position: Q3 2024 in Review

Financial & Tax Architects sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 3,991 shares — an estimated $570K sold.

Financial & Tax Architects first reported a position in NVO in Q1 2021 and held it in 4 quarters. The position peaked at $570K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Financial & Tax Architects reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 3,991 Novo Nordisk shares in Q3 2024, an estimated $570K.
  • Financial & Tax Architects first reported a position in Novo Nordisk in Q1 2021 and held it in 4 quarters.
  • Financial & Tax Architects's Novo Nordisk position peaked at $570K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Financial & Tax Architects's 13F filing for Q3 2024, filed 13 Nov 2024.