IWA
NVO

IBEX Wealth Advisors’s Novo Nordisk NVO Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-26,963
Closed -$3.85M – 210
2024
Q2 		$3.85M Buy
+26,963
New +$3.57M 0.6% 51
2017
Q1 		– Sell
-786
Closed -$14K – 270
2016
Q4 		$14K Buy
+786
New +$14.2K 0.01% 259

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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IBEX Wealth Advisors's NVO Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 26,963 shares — an estimated $3.85M sold.

IBEX Wealth Advisors first reported a position in NVO in Q4 2016 and held it in 2 quarters. The position peaked at $3.85M in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 26,963 Novo Nordisk shares in Q3 2024, an estimated $3.85M.
  • IBEX Wealth Advisors first reported a position in Novo Nordisk in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Novo Nordisk position peaked at $3.85M in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.