JPLA
NVO

Joseph P. Lucia & Associates’s Novo Nordisk NVO Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-620
Closed -$35K – 331
2022
Q2 		$35K Hold
620
– – 0.02% 208
2022
Q1 		$34K Buy
+620
New +$31.8K 0.02% 217
2021
Q4 		– Sell
-620
Closed -$30K – 409
2021
Q3 		$30K Hold
620
– – 0.02% 265
2021
Q2 		$26K Hold
620
– – 0.02% 291
2021
Q1 		$21K Hold
620
– – 0.01% 289
2020
Q4 		$22K Buy
+620
New +$21.4K 0.02% 265
2020
Q3 		– Sell
-620
Closed -$20K – 330
2020
Q2 		$20K Hold
620
– – 0.02% 243
2020
Q1 		$19K Buy
+620
New +$18.5K 0.02% 229

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Joseph P. Lucia & Associates's NVO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 620 shares — an estimated $35K sold.

Joseph P. Lucia & Associates first reported a position in NVO in Q1 2020 and held it in 8 quarters. The position peaked at $35K in Q2 2022. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 620 Novo Nordisk shares in Q3 2022, an estimated $35K.
  • Joseph P. Lucia & Associates first reported a position in Novo Nordisk in Q1 2020 and held it in 8 quarters.
  • Joseph P. Lucia & Associates's Novo Nordisk position peaked at $35K in Q2 2022.
  • 907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.