FCA
NVO

FinTrust Capital Advisors’s Novo Nordisk NVO Stock Holding History

FinTrust Capital 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
Q3 		$300K Buy
2,519
+295
+13% +$39.3K 0.05% 250
2024
Q2 		$317K Buy
2,224
+88
+4% +$11.7K 0.06% 220
2024
Q1 		$274K Buy
2,136
+249
+13% +$29.6K 0.05% 241
2023
Q4 		$195K Buy
1,887
+285
+18% +$28.2K 0.04% 276
2023
Q3 		$146K Sell
1,602
-242
-13% -$21.3K 0.03% 294
2023
Q2 		$125K Hold
1,844
– – 0.03% 323
2023
Q1 		$125K Hold
1,844
– – 0.03% 321
2022
Q4 		$125K Buy
1,844
+44
+2% +$2.58K 0.03% 321
2022
Q3 		$96K Sell
1,800
-510
-22% -$27.3K 0.02% 378
2022
Q2 		$132K Buy
2,310
+884
+62% +$49.1K 0.03% 333
2022
Q1 		$78K Sell
1,426
-34
-2% -$1.75K 0.02% 468
2021
Q4 		$82K Buy
1,460
+216
+17% +$11.7K 0.02% 464
2021
Q3 		$60K Buy
1,244
+20
+2% +$967 0.02% 520
2021
Q2 		$51K Sell
1,224
-228
-16% -$8.84K 0.01% 556
2021
Q1 		$49K Buy
1,452
+1,166
+408% +$41.5K 0.01% 543
2020
Q4 		$10K Sell
286
-28
-9% -$968 ﹤0.01% 843
2020
Q3 		$11 Hold
314
– – ﹤0.01% 779
2020
Q2 		$10K Buy
314
+130
+71% +$4.15K ﹤0.01% 731
2020
Q1 		$6K Hold
184
– – ﹤0.01% 849
2019
Q4 		$5K Hold
184
– – ﹤0.01% 862
2019
Q3 		$5K Sell
184
-90
-33% -$2.28K ﹤0.01% 879
2019
Q2 		$7K Sell
274
-520
-65% -$12.9K ﹤0.01% 784
2019
Q1 		$21K Buy
794
+112
+16% +$2.75K 0.01% 599
2018
Q4 		$16K Buy
+682
New +$15.2K 0.01% 660

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

FinTrust Capital Advisors's NVO Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Novo Nordisk (NVO) stake by 13% in Q3 2024, buying an estimated $39.3K and bringing the position to 2,519 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #250.

FinTrust Capital Advisors first reported a position in NVO in Q4 2018 and has held it in 24 quarters since. The position peaked at $317K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • FinTrust Capital Advisors held 2,519 shares of Novo Nordisk worth $300K as of Q3 2024.
  • FinTrust Capital Advisors bought 295 Novo Nordisk shares in Q3 2024, an estimated $39.3K.
  • Novo Nordisk made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #250 holding.
  • FinTrust Capital Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Novo Nordisk position peaked at $317K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.