FW
NVO

FirstPurpose Wealth’s Novo Nordisk NVO Stock Holding History

FirstPurpose Wealth’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
Q1 		$1.49M Sell
11,941
-274
-2% -$32.6K 0.54% 27
2023
Q4 		$1.26M Buy
12,215
+367
+3% +$36.3K 0.48% 36
2023
Q3 		$1.08M Buy
11,848
+3,278
+38% +$289K 0.47% 36
2023
Q2 		$693K Buy
8,570
+238
+3% +$19.4K 0.3% 58
2023
Q1 		$663K Sell
8,332
-1,064
-11% -$75.4K 0.33% 59
2022
Q4 		$636K Buy
9,396
+332
+4% +$19.5K 0.36% 52
2022
Q3 		$452K Buy
9,064
+1,182
+15% +$63.3K 0.3% 62
2022
Q2 		$439K Buy
7,882
+314
+4% +$17.4K 0.3% 60
2022
Q1 		$420K Buy
7,568
+320
+4% +$16.4K 0.33% 66
2021
Q4 		$406K Buy
+7,248
New +$393K 0.26% 70

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FirstPurpose Wealth's NVO Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Novo Nordisk (NVO) stake by 2.2% in Q1 2024, selling an estimated $32.6K and leaving 11,941 shares worth $1.49M. The position accounts for 0.54% of the portfolio, ranked #27.

FirstPurpose Wealth first reported a position in NVO in Q4 2021 and has held it in 10 quarters since. 1,745 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • FirstPurpose Wealth held 11,941 shares of Novo Nordisk worth $1.49M as of Q1 2024.
  • FirstPurpose Wealth sold 274 Novo Nordisk shares in Q1 2024, an estimated $32.6K.
  • Novo Nordisk made up 0.54% of FirstPurpose Wealth's portfolio in Q1 2024, its #27 holding.
  • FirstPurpose Wealth first reported a position in Novo Nordisk in Q4 2021 and has held it in 10 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.