GWM
NVO

Gupta Wealth Management’s Novo Nordisk NVO Stock Holding History

Gupta 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
2016
Q1 		$80K Buy
2,944
+90
+3% +$2.41K 0.02% 364
2015
Q4 		$83K Buy
2,854
+1,204
+73% +$33.3K 0.02% 351
2015
Q3 		$45K Buy
1,650
+426
+35% +$12.1K 0.01% 468
2015
Q2 		$34K Sell
1,224
-280
-19% -$7.87K 0.01% 567
2015
Q1 		$40K Buy
+1,504
New +$34.6K 0.01% 442

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Gupta Wealth Management's NVO Position: Q1 2016 in Review

Gupta Wealth Management increased its Novo Nordisk (NVO) stake by 3.2% in Q1 2016, buying an estimated $2.41K and bringing the position to 2,944 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #364.

Gupta Wealth Management first reported a position in NVO in Q1 2015 and has held it in 5 quarters since. The position peaked at $83K in Q4 2015. 536 funds tracked by Wall St. Rank hold NVO as of Q1 2016.

  • Gupta Wealth Management held 2,944 shares of Novo Nordisk worth $80K as of Q1 2016.
  • Gupta Wealth Management bought 90 Novo Nordisk shares in Q1 2016, an estimated $2.41K.
  • Novo Nordisk made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #364 holding.
  • Gupta Wealth Management first reported a position in Novo Nordisk in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Novo Nordisk position peaked at $83K in Q4 2015.
  • 536 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.