PCA
NVO

Personal Capital Advisors’s Novo Nordisk NVO Stock Holding History

Personal Capital 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
2022
Q4 		$438K Sell
6,474
-814
-11% -$47.7K ﹤0.01% 324
2022
Q3 		$363K Buy
7,288
+502
+7% +$26.9K ﹤0.01% 327
2022
Q2 		$378K Buy
6,786
+100
+1% +$5.55K ﹤0.01% 304
2022
Q1 		$371K Sell
6,686
-1,396
-17% -$71.6K ﹤0.01% 346
2021
Q4 		$453K Buy
8,082
+718
+10% +$38.9K ﹤0.01% 353
2021
Q3 		$354K Buy
7,364
+248
+3% +$12K ﹤0.01% 367
2021
Q2 		$298K Sell
7,116
-1,872
-21% -$72.6K ﹤0.01% 394
2021
Q1 		$303K Sell
8,988
-5,202
-37% -$185K ﹤0.01% 382
2020
Q4 		$496K Buy
14,190
+1,100
+8% +$38K ﹤0.01% 300
2020
Q3 		$454K Buy
13,090
+3,042
+30% +$101K ﹤0.01% 291
2020
Q2 		$329K Sell
10,048
-1,196
-11% -$38.2K ﹤0.01% 278
2020
Q1 		$337K Sell
11,244
-1,214
-10% -$36.1K ﹤0.01% 276
2019
Q4 		$361K Buy
12,458
+4,274
+52% +$118K ﹤0.01% 303
2019
Q3 		$211K Buy
+8,184
New +$207K ﹤0.01% 345
2019
Q1 		– Sell
-11,966
Closed -$276K – 338
2018
Q4 		$276K Buy
+11,966
New +$266K ﹤0.01% 269

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Personal Capital Advisors's NVO Position: Q4 2022 in Review

Personal Capital Advisors reduced its Novo Nordisk (NVO) stake by 11% in Q4 2022, selling an estimated $47.7K and leaving 6,474 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Personal Capital Advisors first reported a position in NVO in Q4 2018 and has held it in 15 quarters since. The position peaked at $496K in Q4 2020. 1,048 funds tracked by Wall St. Rank hold NVO as of Q4 2022.

  • Personal Capital Advisors held 6,474 shares of Novo Nordisk worth $438K as of Q4 2022.
  • Personal Capital Advisors sold 814 Novo Nordisk shares in Q4 2022, an estimated $47.7K.
  • Novo Nordisk made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #324 holding.
  • Personal Capital Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 15 quarters since.
  • Personal Capital Advisors's Novo Nordisk position peaked at $496K in Q4 2020.
  • 1,048 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.