OWMIAS
NVO

One Wealth Management Investment & Advisory Services’s Novo Nordisk NVO Stock Holding History

One Wealth Management Investment & Advisory Services’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
-6,353
Closed -$907K – 110
2024
Q2 		$907K Buy
6,353
+574
+10% +$76.1K 0.36% 45
2024
Q1 		$742K Buy
5,779
+209
+4% +$24.9K 0.3% 52
2023
Q4 		$576K Buy
+5,570
New +$551K 0.26% 65

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

One Wealth Management Investment & Advisory Services's NVO Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 6,353 shares — an estimated $907K sold.

One Wealth Management Investment & Advisory Services first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $907K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 6,353 Novo Nordisk shares in Q3 2024, an estimated $907K.
  • One Wealth Management Investment & Advisory Services first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Novo Nordisk position peaked at $907K in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.