LFA
NVO

Level Financial Advisors’s Novo Nordisk NVO Stock Holding History

Level Financial 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
2022
Q3 		– Sell
-84
Closed -$5K – 305
2022
Q2 		$5K Buy
+84
New +$4.66K ﹤0.01% 212

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Fayez Sarofim & Co
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Loomis, Sayles & Company
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BlackRock
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F
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WCM Investment Management
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Level Financial Advisors's NVO Position: Q3 2022 in Review

Level Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 84 shares — an estimated $5K sold.

Level Financial Advisors first reported a position in NVO in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Level Financial Advisors reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 84 Novo Nordisk shares in Q3 2022, an estimated $5K.
  • Level Financial Advisors first reported a position in Novo Nordisk in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Novo Nordisk position peaked at $5K in Q2 2022.
  • 907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.