First Capital Advisors Group’s Novo Nordisk NVO Stock Holding History

First Capital Advisors Group’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
2023 Q2	$710K	Buy	8,776 +366	+4%	+$29.9K	0.37%	64
2023 Q1	$669K	Buy	8,410 +486	+6%	+$34.5K	0.43%	63
2022 Q4	$536K	Hold	7,924	–	–	0.36%	76
2022 Q3	$395K	Hold	7,924	–	–	0.33%	84
2022 Q2	$441K	Buy	+7,924	New	+$440K	0.3%	80
2018 Q4	–	Sell	-10,448	Closed	-$246K	–	169
2018 Q3	$246K	Buy	+10,448	New	+$255K	0.15%	139
2018 Q2	–	Sell	-7,760	Closed	-$191K	–	570
2018 Q1	$191K	Hold	7,760	–	–	0.11%	168
2017 Q4	$208K	Buy	+7,760	New	+$197K	0.13%	163

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Capital Advisors Group's NVO Position: Q2 2023 in Review

First Capital Advisors Group increased its Novo Nordisk (NVO) stake by 4.4% in Q2 2023, buying an estimated $29.9K and bringing the position to 8,776 shares worth $710K. The position accounts for 0.37% of the portfolio, ranked #64.

First Capital Advisors Group first reported a position in NVO in Q4 2017 and has held it in 8 quarters since. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

First Capital Advisors Group held 8,776 shares of Novo Nordisk worth $710K as of Q2 2023.
First Capital Advisors Group bought 366 Novo Nordisk shares in Q2 2023, an estimated $29.9K.
Novo Nordisk made up 0.37% of First Capital Advisors Group's portfolio in Q2 2023, its #64 holding.
First Capital Advisors Group first reported a position in Novo Nordisk in Q4 2017 and has held it in 8 quarters since.
1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.