MWM
NVO

MinichMacGregor Wealth Management’s Novo Nordisk NVO Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-714
Closed -$48.3K – 451
2022
Q4 		$48.3K Buy
+714
New +$41.9K 0.02% 182
2016
Q2 		– Sell
-700
Closed -$18K – 462
2016
Q1 		$18K Buy
+700
New +$18.8K 0.02% 187

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

MinichMacGregor Wealth Management's NVO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 714 shares — an estimated $48.3K sold.

MinichMacGregor Wealth Management first reported a position in NVO in Q1 2016 and held it in 2 quarters. The position peaked at $48.3K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 714 Novo Nordisk shares in Q1 2023, an estimated $48.3K.
  • MinichMacGregor Wealth Management first reported a position in Novo Nordisk in Q1 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Novo Nordisk position peaked at $48.3K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.