First Allied Advisory Services’s Novo Nordisk NVO Stock Holding History

First Allied Advisory Services’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
2020 Q3	$403K	Sell	11,618 -34	-0.3%	-$1.13K	0.01%	783
2020 Q2	$381K	Sell	11,652 -814	-7%	-$26K	0.01%	740
2020 Q1	$375K	Sell	12,466 -1,872	-13%	-$55.7K	0.02%	687
2019 Q4	$415K	Sell	14,338 -5,474	-28%	-$152K	0.01%	787
2019 Q3	$510K	Sell	19,812 -4,314	-18%	-$109K	0.02%	678
2019 Q2	$616K	Sell	24,126 -6,822	-22%	-$169K	0.02%	615
2019 Q1	$808K	Sell	30,948 -2,084	-6%	-$51.2K	0.03%	515
2018 Q4	$761K	Sell	33,032 -1,670	-5%	-$37.1K	0.03%	483
2018 Q3	$817K	Sell	34,702 -7,442	-18%	-$182K	0.03%	539
2018 Q2	$972K	Buy	42,144 +8,432	+25%	+$200K	0.04%	462
2018 Q1	$833K	Sell	33,712 -6,110	-15%	-$160K	0.03%	504
2017 Q4	$1.07M	Buy	39,822 +5,068	+15%	+$129K	0.04%	429
2017 Q3	$832K	Buy	34,754 +3,748	+12%	+$84.7K	0.04%	464
2017 Q2	$666K	Buy	31,006 +4,218	+16%	+$85.1K	0.03%	529
2017 Q1	$459K	Buy	26,788 +1,018	+4%	+$17.7K	0.02%	620
2016 Q4	$462K	Sell	25,770 -1,946	-7%	-$35.3K	0.02%	612
2016 Q3	$576K	Sell	27,716 -9,136	-25%	-$227K	0.03%	521
2016 Q2	$1M	Sell	36,852 -2,176	-6%	-$59.7K	0.06%	353
2016 Q1	$1.07M	Sell	39,028 -4,606	-11%	-$123K	0.06%	326
2015 Q4	$1.26M	Buy	43,634 +2,652	+6%	+$73.4K	0.07%	318
2015 Q3	$1.12M	Sell	40,982 -1,624	-4%	-$46K	0.06%	322
2015 Q2	$1.17M	Buy	42,606 +4,256	+11%	+$120K	0.05%	360
2015 Q1	$1.03M	Buy	38,350 +2,062	+6%	+$47.5K	0.07%	344
2014 Q4	$771K	Buy	36,288 +1,120	+3%	+$25K	0.06%	395
2014 Q3	$837K	Buy	35,168 +2,144	+6%	+$49.3K	0.07%	340
2014 Q2	$762K	Sell	33,024 -318	-1%	-$7.02K	0.06%	405
2014 Q1	$762K	Sell	33,342 -1,818	-5%	-$38.7K	0.06%	378
2013 Q4	$659K	Sell	35,160 -850	-2%	-$14.8K	0.05%	411
2013 Q3	$622K	Buy	+36,010	New	+$606K	0.04%	448

Other funds holding NVO

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

First Allied Advisory Services's NVO Position: Q3 2020 in Review

First Allied Advisory Services reduced its Novo Nordisk (NVO) stake by 0.29% in Q3 2020, selling an estimated $1.13K and leaving 11,618 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #783.

First Allied Advisory Services first reported a position in NVO in Q3 2013 and has held it in 29 quarters since. The position peaked at $1.26M in Q4 2015. 660 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

First Allied Advisory Services held 11,618 shares of Novo Nordisk worth $403K as of Q3 2020.
First Allied Advisory Services sold 34 Novo Nordisk shares in Q3 2020, an estimated $1.13K.
Novo Nordisk made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #783 holding.
First Allied Advisory Services first reported a position in Novo Nordisk in Q3 2013 and has held it in 29 quarters since.
First Allied Advisory Services's Novo Nordisk position peaked at $1.26M in Q4 2015.
660 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.