LWP
NVO

Lumature Wealth Partners’s Novo Nordisk NVO Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$113K Sell
1,394
-72
-5% -$5.88K 0.07% 188
2023
Q1 		$117K Sell
1,466
-570
-28% -$40.4K 0.07% 182
2022
Q4 		$138K Sell
2,036
-266
-12% -$15.6K 0.08% 173
2022
Q3 		$115K Sell
2,302
-260
-10% -$13.9K 0.06% 187
2022
Q2 		$143K Sell
2,562
-602
-19% -$33.4K 0.06% 192
2022
Q1 		$176K Hold
3,164
– – 0.07% 185
2021
Q4 		$177K Sell
3,164
-372
-11% -$20.2K 0.07% 149
2021
Q3 		$170K Sell
3,536
-598
-14% -$28.9K 0.07% 148
2021
Q2 		$173K Sell
4,134
-764
-16% -$29.6K 0.07% 150
2021
Q1 		$165K Sell
4,898
-11,854
-71% -$422K 0.09% 132
2020
Q4 		$585K Buy
+16,752
New +$579K 0.55% 52

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lumature Wealth Partners's NVO Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Novo Nordisk (NVO) stake by 4.9% in Q2 2023, selling an estimated $5.88K and leaving 1,394 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #188.

Lumature Wealth Partners first reported a position in NVO in Q4 2020 and has held it in 11 quarters since. The position peaked at $585K in Q4 2020. 1,198 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • Lumature Wealth Partners held 1,394 shares of Novo Nordisk worth $113K as of Q2 2023.
  • Lumature Wealth Partners sold 72 Novo Nordisk shares in Q2 2023, an estimated $5.88K.
  • Novo Nordisk made up 0.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #188 holding.
  • Lumature Wealth Partners first reported a position in Novo Nordisk in Q4 2020 and has held it in 11 quarters since.
  • Lumature Wealth Partners's Novo Nordisk position peaked at $585K in Q4 2020.
  • 1,198 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.