MFA
NVO

McClarren Financial Advisors’s Novo Nordisk NVO Stock Holding History

McClarren 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
2024
Q1 		– Sell
-18
Closed -$2K – 405
2023
Q4 		$2K Hold
18
– – ﹤0.01% 323
2023
Q3 		$1K Hold
18
– – ﹤0.01% 309
2023
Q2 		$1K Hold
18
– – ﹤0.01% 317
2023
Q1 		$1K Hold
18
– – ﹤0.01% 307
2022
Q4 		$1K Buy
+18
New +$1.05K ﹤0.01% 317

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McClarren Financial Advisors's NVO Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 18 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in NVO in Q4 2022 and held it in 5 quarters. The position peaked at $2K in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 18 Novo Nordisk shares in Q1 2024, an estimated $2K.
  • McClarren Financial Advisors first reported a position in Novo Nordisk in Q4 2022 and held it in 5 quarters.
  • McClarren Financial Advisors's Novo Nordisk position peaked at $2K in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.