LWA
NVO

Lowe Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Lowe 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
2022
Q3 		– Sell
-300
Closed -$17K – 349
2022
Q2 		$17K Sell
300
-80
-21% -$4.44K 0.01% 149
2022
Q1 		$21K Hold
380
– – 0.01% 147
2021
Q4 		$21K Buy
+380
New +$20.6K 0.01% 147

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

Lowe Wealth Advisors's NVO Position: Q3 2022 in Review

Lowe Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 300 shares — an estimated $17K sold.

Lowe Wealth Advisors first reported a position in NVO in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2022. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Lowe Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Lowe Wealth Advisors sold 300 Novo Nordisk shares in Q3 2022, an estimated $17K.
  • Lowe Wealth Advisors first reported a position in Novo Nordisk in Q4 2021 and held it in 3 quarters.
  • Lowe Wealth Advisors's Novo Nordisk position peaked at $21K in Q1 2022.
  • 907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Lowe Wealth Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.