GBWM
NVO

Granite Bay Wealth Management’s Novo Nordisk NVO Stock Holding History

Granite Bay Wealth Management’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 		– Sell
-40,486
Closed -$4.01M – 221
2023
Q4 		$4.01M Buy
40,486
+26,055
+181% +$2.58M 0.04% 122
2023
Q3 		$2.24M Buy
+14,431
New +$1.27M 0.02% 163

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

Granite Bay Wealth Management's NVO Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 40,486 shares — an estimated $4.01M sold.

Granite Bay Wealth Management first reported a position in NVO in Q3 2023 and held it in 2 quarters. The position peaked at $4.01M in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 40,486 Novo Nordisk shares in Q1 2024, an estimated $4.01M.
  • Granite Bay Wealth Management first reported a position in Novo Nordisk in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Novo Nordisk position peaked at $4.01M in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.