FFA
NVO

Freedman Financial Associates’s Novo Nordisk NVO Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-250
Closed -$14K – 282
2022
Q1 		$14K Hold
250
– – 0.01% 326
2021
Q4 		$14K Hold
250
– – 0.01% 314
2021
Q3 		$12K Hold
250
– – 0.01% 335
2021
Q2 		$10K Hold
250
– – 0.01% 343
2021
Q1 		$8K Hold
250
– – 0.01% 367
2020
Q4 		$9K Buy
+250
New +$8.64K 0.01% 356

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Loomis, Sayles & Company
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Fayez Sarofim & Co
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F
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WCM Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's NVO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Novo Nordisk (NVO) in Q2 2022, closing a stake of 250 shares — an estimated $14K sold.

Freedman Financial Associates first reported a position in NVO in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q1 2022. 933 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Novo Nordisk position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 250 Novo Nordisk shares in Q2 2022, an estimated $14K.
  • Freedman Financial Associates first reported a position in Novo Nordisk in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Novo Nordisk position peaked at $14K in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.