GenTrust’s Novo Nordisk NVO Stock Holding History

GenTrust’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 Q4	–	Sell	-2,044	Closed	-$243K	–	215
2024 Q3	$243K	Sell	2,044 -5,265	-72%	-$702K	0.01%	178
2024 Q2	$1.04M	Buy	+7,309	New	+$969K	0.06%	87

Other funds holding NVO

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

GenTrust's NVO Position: Q4 2024 in Review

GenTrust sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,044 shares — an estimated $243K sold.

GenTrust first reported a position in NVO in Q2 2024 and held it in 2 quarters. The position peaked at $1.04M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

GenTrust reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
GenTrust sold 2,044 Novo Nordisk shares in Q4 2024, an estimated $243K.
GenTrust first reported a position in Novo Nordisk in Q2 2024 and held it in 2 quarters.
GenTrust's Novo Nordisk position peaked at $1.04M in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on GenTrust's 13F filing for Q4 2024, filed 5 Feb 2025.