OWA
NVO

Outlook Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-3,400
Closed -$437K – 283
2024
Q1 		$437K Buy
3,400
+517
+18% +$61.5K 0.13% 152
2023
Q4 		$298K Buy
2,883
+46
+2% +$4.55K 0.1% 171
2023
Q3 		$258K Buy
+2,837
New +$250K 0.1% 174

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
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

Outlook Wealth Advisors's NVO Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 3,400 shares — an estimated $437K sold.

Outlook Wealth Advisors first reported a position in NVO in Q3 2023 and held it in 3 quarters. The position peaked at $437K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,400 Novo Nordisk shares in Q2 2024, an estimated $437K.
  • Outlook Wealth Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 3 quarters.
  • Outlook Wealth Advisors's Novo Nordisk position peaked at $437K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.