MBM Wealth Consultants’s Novo Nordisk NVO Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-26	Closed	-$2K	–	322
2022 Q4	$2K	Buy	+26	New	+$1.52K	﹤0.01%	311

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

MBM Wealth Consultants's NVO Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 26 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in NVO in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

MBM Wealth Consultants reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 26 Novo Nordisk shares in Q1 2023, an estimated $2K.
MBM Wealth Consultants first reported a position in Novo Nordisk in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Novo Nordisk position peaked at $2K in Q4 2022.
1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.