HWMA
NVO

Heritage Wealth Management (Arizona)’s Novo Nordisk NVO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$962K Sell
6,742
-579
-8% -$76.7K 0.53% 42
2024
Q1 		$940K Sell
7,321
-269
-4% -$32K 0.48% 47
2023
Q4 		$785K Buy
+7,590
New +$751K 0.43% 54
2022
Q4 		$140K Buy
2,068
+1,020
+97% +$59.8K 0.02% 372
2022
Q3 		$52K Sell
1,048
-616
-37% -$33K 0.02% 393
2022
Q2 		$92.7K Sell
1,664
-38
-2% -$2.11K 0.03% 344
2022
Q1 		$95K Buy
+1,702
New +$87.3K 0.03% 374
2021
Q3 		$94K Buy
1,960
+40
+2% +$1.93K 0.03% 354
2021
Q2 		$80K Buy
1,920
+98
+5% +$3.8K 0.03% 377
2021
Q1 		$61K Buy
+1,822
New +$64.9K 0.03% 342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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