PFA
NVO

Pathway Financial Advisors’s Novo Nordisk NVO Stock Holding History

Pathway 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
Q3 		– Sell
-2,600
Closed -$371K – 173
2024
Q2 		$371K Hold
2,600
– – 0.1% 107
2024
Q1 		$334K Hold
2,600
– – 0.09% 116
2023
Q4 		$269K Buy
+2,600
New +$257K 0.08% 123
2018
Q3 		– Sell
-2,796
Closed -$64K – 274
2018
Q2 		$64K Hold
2,796
– – 0.04% 217
2018
Q1 		$69K Hold
2,796
– – 0.04% 202
2017
Q4 		$75K Buy
+2,796
New +$71.1K 0.04% 193

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

Pathway Financial Advisors's NVO Position: Q3 2024 in Review

Pathway Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 2,600 shares — an estimated $371K sold.

Pathway Financial Advisors first reported a position in NVO in Q4 2017 and held it in 6 quarters. The position peaked at $371K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Pathway Financial Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,600 Novo Nordisk shares in Q3 2024, an estimated $371K.
  • Pathway Financial Advisors first reported a position in Novo Nordisk in Q4 2017 and held it in 6 quarters.
  • Pathway Financial Advisors's Novo Nordisk position peaked at $371K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Pathway Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.