First Personal Financial Services’s Novo Nordisk NVO Stock Holding History

First Personal Financial 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
2022 Q3	–	Sell	-404	Closed	-$23K	–	436
2022 Q2	$23K	Hold	404	–	–	0.01%	230
2022 Q1	$22K	Hold	404	–	–	0.01%	241
2021 Q4	$23K	Hold	404	–	–	0.01%	241
2021 Q3	$19K	Hold	404	–	–	﹤0.01%	250
2021 Q2	$17K	Hold	404	–	–	﹤0.01%	266
2021 Q1	$14K	Hold	404	–	–	﹤0.01%	265
2020 Q4	$14K	Buy	+404	New	+$14K	﹤0.01%	265
2016 Q3	–	Sell	-2,052	Closed	-$55K	–	837
2016 Q2	$55K	Buy	+2,052	New	+$56.3K	0.02%	248
2016 Q1	–	Sell	-328	Closed	-$10K	–	374
2015 Q4	$10K	Hold	328	–	–	0.01%	298
2015 Q3	$9K	Sell	328 -140	-30%	-$3.96K	0.01%	291
2015 Q2	$13K	Hold	468	–	–	0.01%	262
2015 Q1	$13K	Hold	468	–	–	0.01%	261
2014 Q4	$9K	Buy	+468	New	+$10.5K	0.01%	268

Other funds holding NVO

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

Jennison Associates New York $167B AUM 44.17% 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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

First Personal Financial Services's NVO Position: Q3 2022 in Review

First Personal Financial Services sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 404 shares — an estimated $23K sold.

First Personal Financial Services first reported a position in NVO in Q4 2014 and held it in 13 quarters. The position peaked at $55K in Q2 2016. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

First Personal Financial Services reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
First Personal Financial Services sold 404 Novo Nordisk shares in Q3 2022, an estimated $23K.
First Personal Financial Services first reported a position in Novo Nordisk in Q4 2014 and held it in 13 quarters.
First Personal Financial Services's Novo Nordisk position peaked at $55K in Q2 2016.
907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on First Personal Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.