Lenox Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Lenox 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
2021 Q2	–	Sell	-162	Closed	-$5K	–	769
2021 Q1	$5K	Sell	162 -162	-50%	-$5.77K	﹤0.01%	508
2020 Q4	$11K	Buy	+324	New	+$11.2K	﹤0.01%	414
2020 Q2	–	Sell	-298	Closed	-$9K	–	731
2020 Q1	$9K	Buy	+298	New	+$8.87K	﹤0.01%	358
2019 Q4	–	Sell	-460	Closed	-$12K	–	791
2019 Q3	$12K	Hold	460	–	–	﹤0.01%	345
2019 Q2	$12K	Hold	460	–	–	﹤0.01%	267
2019 Q1	$12K	Hold	460	–	–	﹤0.01%	256
2018 Q4	$11K	Hold	460	–	–	﹤0.01%	243
2018 Q3	$11K	Buy	+460	New	+$11.2K	﹤0.01%	273
2018 Q2	–	Sell	-378	Closed	-$9K	–	613
2018 Q1	$9K	Buy	+378	New	+$9.92K	﹤0.01%	370
2017 Q4	–	Sell	-182	Closed	-$4K	–	433
2017 Q3	$4K	Buy	+182	New	+$4.11K	﹤0.01%	89
2017 Q2	–	Sell	-1,150	Closed	-$20K	–	115
2017 Q1	$20K	Hold	1,150	–	–	0.01%	64
2016 Q4	$21K	Sell	1,150 -160	-12%	-$2.9K	0.01%	80
2016 Q3	$27K	Buy	1,310 +160	+14%	+$3.97K	0.01%	119
2016 Q2	$31K	Hold	1,150	–	–	0.01%	111
2016 Q1	$31K	Sell	1,150 -54	-4%	-$1.45K	0.01%	114
2015 Q4	$35K	Sell	1,204 -694	-37%	-$19.2K	0.01%	107
2015 Q3	$51K	Buy	1,898 +748	+65%	+$21.2K	0.02%	85
2015 Q2	$31K	Hold	1,150	–	–	0.01%	81
2015 Q1	$31K	Hold	1,150	–	–	0.01%	96
2014 Q4	$24K	Buy	+1,150	New	+$25.7K	0.01%	117

Other funds holding NVO

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Lenox Wealth Advisors's NVO Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2021, closing a stake of 162 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in NVO in Q4 2014 and held it in 20 quarters. The position peaked at $51K in Q3 2015. 736 funds tracked by Wall St. Rank hold NVO as of Q2 2021.

Lenox Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 162 Novo Nordisk shares in Q2 2021, an estimated $5K.
Lenox Wealth Advisors first reported a position in Novo Nordisk in Q4 2014 and held it in 20 quarters.
Lenox Wealth Advisors's Novo Nordisk position peaked at $51K in Q3 2015.
736 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.