FMWA
NVO

Forvis Mazars Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Forvis Mazars Wealth 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
Q2 		– Sell
-2,394
Closed -$307K – 409
2024
Q1 		$307K Buy
+2,394
New +$285K 0.01% 345
2023
Q3 		– Sell
-2,626
Closed -$212K – 402
2023
Q2 		$212K Buy
+2,626
New +$215K 0.01% 395
2016
Q1 		– Sell
-6,898
Closed -$200K – 197
2015
Q4 		$200K Buy
+6,898
New +$191K 0.03% 185

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
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

Forvis Mazars Wealth Advisors's NVO Position: Q2 2024 in Review

Forvis Mazars Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 2,394 shares — an estimated $307K sold.

Forvis Mazars Wealth Advisors first reported a position in NVO in Q4 2015 and held it in 3 quarters. The position peaked at $307K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Forvis Mazars Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,394 Novo Nordisk shares in Q2 2024, an estimated $307K.
  • Forvis Mazars Wealth Advisors first reported a position in Novo Nordisk in Q4 2015 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Novo Nordisk position peaked at $307K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.