HGWM
NVO

Harvest Group Wealth Management’s Novo Nordisk NVO Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-1,258
Closed -$44K – 483
2020
Q4 		$44K Buy
1,258
+166
+15% +$5.74K 0.03% 110
2020
Q3 		$38K Hold
1,092
– – 0.03% 108
2020
Q2 		$35K Hold
1,092
– – 0.03% 106
2020
Q1 		$32K Hold
1,092
– – 0.03% 99
2019
Q4 		$31K Hold
1,092
– – 0.03% 113
2019
Q3 		$28K Hold
1,092
– – 0.03% 122
2019
Q2 		$27K Hold
1,092
– – 0.03% 119
2019
Q1 		$29K Buy
+1,092
New +$26.8K 0.03% 126

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harvest Group Wealth Management's NVO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Novo Nordisk (NVO) in Q1 2021, closing a stake of 1,258 shares — an estimated $44K sold.

Harvest Group Wealth Management first reported a position in NVO in Q1 2019 and held it in 8 quarters. The position peaked at $44K in Q4 2020. 707 funds tracked by Wall St. Rank hold NVO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Novo Nordisk position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,258 Novo Nordisk shares in Q1 2021, an estimated $44K.
  • Harvest Group Wealth Management first reported a position in Novo Nordisk in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Novo Nordisk position peaked at $44K in Q4 2020.
  • 707 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.