Intercontinental Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Intercontinental 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
2023 Q2	$1.52M	Sell	18,724 -832	-4%	-$68K	0.36%	53
2023 Q1	$1.56M	Sell	19,556 -4,036	-17%	-$286K	0.4%	47
2022 Q4	$1.6M	Sell	23,592 -9,090	-28%	-$533K	0.47%	34
2022 Q3	$1.63M	Sell	32,682 -696	-2%	-$37.3K	0.51%	33
2022 Q2	$1.86M	Sell	33,378 -2,106	-6%	-$117K	0.5%	31
2022 Q1	$1.97M	Sell	35,484 -1,242	-3%	-$63.7K	0.45%	33
2021 Q4	$2.06M	Sell	36,726 -1,726	-4%	-$93.5K	0.43%	34
2021 Q3	$1.85M	Sell	38,452 -10,066	-21%	-$487K	0.43%	34
2021 Q2	$2.03M	Buy	48,518 +3,404	+8%	+$132K	0.4%	33
2021 Q1	$1.52M	Buy	45,114 +4,978	+12%	+$177K	0.33%	50
2020 Q4	$1.4M	Buy	40,136 +15,976	+66%	+$552K	0.34%	53
2020 Q3	$839K	Buy	24,160 +15,022	+164%	+$501K	0.25%	82
2020 Q2	$299K	Buy	9,138 +138	+2%	+$4.4K	0.1%	147
2020 Q1	$271K	Sell	9,000 -404	-4%	-$12K	0.14%	121
2019 Q4	$303K	Buy	9,404 +404	+4%	+$11.2K	0.25%	70
2019 Q3	$233K	Buy	+9,000	New	+$228K	0.14%	119

Other funds holding NVO

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

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

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

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Intercontinental Wealth Advisors's NVO Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Novo Nordisk (NVO) stake by 4.3% in Q2 2023, selling an estimated $68K and leaving 18,724 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #53.

Intercontinental Wealth Advisors first reported a position in NVO in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.06M in Q4 2021. 1,196 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

Intercontinental Wealth Advisors held 18,724 shares of Novo Nordisk worth $1.52M as of Q2 2023.
Intercontinental Wealth Advisors sold 832 Novo Nordisk shares in Q2 2023, an estimated $68K.
Novo Nordisk made up 0.36% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #53 holding.
Intercontinental Wealth Advisors first reported a position in Novo Nordisk in Q3 2019 and has held it in 16 quarters since.
Intercontinental Wealth Advisors's Novo Nordisk position peaked at $2.06M in Q4 2021.
1,196 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.