LWAC
NVO

Laurel Wealth Advisors (California)’s Novo Nordisk NVO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$426K Sell
6,288
-368
-6% -$21.6K 0.04% 396
2022
Q3 		$332K Buy
6,656
+160
+2% +$8.57K 0.04% 456
2022
Q2 		$362K Sell
6,496
-614
-9% -$34.1K 0.04% 442
2022
Q1 		$395K Sell
7,110
-270
-4% -$13.9K 0.03% 495
2021
Q4 		$413K Buy
+7,380
New +$400K 0.03% 517

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Laurel Wealth Advisors (California)'s NVO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Novo Nordisk (NVO) stake by 5.5% in Q4 2022, selling an estimated $21.6K and leaving 6,288 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #396.

Laurel Wealth Advisors (California) first reported a position in NVO in Q4 2021 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold NVO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,288 shares of Novo Nordisk worth $426K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 368 Novo Nordisk shares in Q4 2022, an estimated $21.6K.
  • Novo Nordisk made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #396 holding.
  • Laurel Wealth Advisors (California) first reported a position in Novo Nordisk in Q4 2021 and has held it in 5 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.