NFP
NVO

Narus Financial Partners’s Novo Nordisk NVO Stock Holding History

Narus Financial 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
2024
Q3 		– Sell
-1,600
Closed -$228K – 155
2024
Q2 		$228K Sell
1,600
-450
-22% -$59.6K 0.09% 128
2024
Q1 		$263K Buy
2,050
+50
+3% +$5.95K 0.11% 120
2023
Q4 		$207K Buy
+2,000
New +$198K 0.1% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Narus Financial Partners's NVO Position: Q3 2024 in Review

Narus Financial Partners sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,600 shares — an estimated $228K sold.

Narus Financial Partners first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $263K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Narus Financial Partners reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Narus Financial Partners sold 1,600 Novo Nordisk shares in Q3 2024, an estimated $228K.
  • Narus Financial Partners first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Narus Financial Partners's Novo Nordisk position peaked at $263K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Narus Financial Partners's 13F filing for Q3 2024, filed 18 Oct 2024.