LWM
NVO

Liberty Wealth Management’s Novo Nordisk NVO Stock Holding History

Liberty Wealth Management’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
2024
Q2 		– Sell
-1,797
Closed -$231K – 241
2024
Q1 		$231K Buy
+1,797
New +$214K 0.05% 169
2021
Q4 		– Sell
-1,182
Closed -$62K – 791
2021
Q3 		$62K Buy
1,182
+1,006
+572% +$48.6K 0.02% 378
2021
Q2 		$7K Sell
176
-52
-23% -$2.02K ﹤0.01% 729
2021
Q1 		$8K Hold
228
– – ﹤0.01% 639
2020
Q4 		$8K Buy
228
+150
+192% +$5.18K ﹤0.01% 633
2020
Q3 		$3K Sell
78
-18
-19% -$600 ﹤0.01% 717
2020
Q2 		$3K Sell
96
-4
-4% -$128 ﹤0.01% 701
2020
Q1 		$3K Buy
100
+22
+28% +$655 ﹤0.01% 685
2019
Q4 		$2K Sell
78
-386
-83% -$10.7K ﹤0.01% 779
2019
Q3 		$12K Buy
464
+70
+18% +$1.77K 0.01% 487
2019
Q2 		$10K Sell
394
-508
-56% -$12.6K 0.01% 528
2019
Q1 		$23K Hold
902
– – 0.02% 327
2018
Q4 		$20K Buy
+902
New +$20K 0.01% 328

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Liberty Wealth Management's NVO Position: Q2 2024 in Review

Liberty Wealth Management sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 1,797 shares — an estimated $231K sold.

Liberty Wealth Management first reported a position in NVO in Q4 2018 and held it in 13 quarters. The position peaked at $231K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Liberty Wealth Management reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 1,797 Novo Nordisk shares in Q2 2024, an estimated $231K.
  • Liberty Wealth Management first reported a position in Novo Nordisk in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's Novo Nordisk position peaked at $231K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Liberty Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.