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 New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NVO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Novo Nordisk (NVO) stake by 7.9% in Q2 2024, selling an estimated $76.7K and leaving 6,742 shares worth $962K. The position accounts for 0.53% of the portfolio, ranked #42.

Heritage Wealth Management (Arizona) first reported a position in NVO in Q1 2021 and has held it in 10 quarters since. 1,864 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

Heritage Wealth Management (Arizona) held 6,742 shares of Novo Nordisk worth $962K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 579 Novo Nordisk shares in Q2 2024, an estimated $76.7K.
Novo Nordisk made up 0.53% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #42 holding.
Heritage Wealth Management (Arizona) first reported a position in Novo Nordisk in Q1 2021 and has held it in 10 quarters since.
1,864 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.