Polaris Wealth Advisory Group’s Novo Nordisk NVO Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$6.84M	Sell	75,245 -1,787	-2%	-$157K	0.52%	68
2023 Q2	$6.23M	Sell	77,032 -7,432	-9%	-$607K	0.47%	73
2023 Q1	$6.72M	Sell	84,464 -6,172	-7%	-$438K	0.5%	67
2022 Q4	$6.01M	Sell	90,636 -18,574	-17%	-$1.09M	0.45%	74
2022 Q3	$5.67M	Buy	+109,210	New	+$5.85M	0.47%	65
2018 Q4	–	Sell	-630	Closed	-$15K	–	342
2018 Q3	$15K	Buy	+630	New	+$15.4K	﹤0.01%	357
2018 Q2	–	Sell	-630	Closed	-$16K	–	360
2018 Q1	$16K	Buy	+630	New	+$16.5K	﹤0.01%	316
2016 Q3	–	Sell	-27,086	Closed	-$728K	–	117
2016 Q2	$728K	Buy	+27,086	New	+$743K	0.11%	59

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polaris Wealth Advisory Group's NVO Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Novo Nordisk (NVO) stake by 2.3% in Q3 2023, selling an estimated $157K and leaving 75,245 shares worth $6.84M. The position accounts for 0.52% of the portfolio, ranked #68.

Polaris Wealth Advisory Group first reported a position in NVO in Q2 2016 and has held it in 8 quarters since. 1,306 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

Polaris Wealth Advisory Group held 75,245 shares of Novo Nordisk worth $6.84M as of Q3 2023.
Polaris Wealth Advisory Group sold 1,787 Novo Nordisk shares in Q3 2023, an estimated $157K.
Novo Nordisk made up 0.52% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #68 holding.
Polaris Wealth Advisory Group first reported a position in Novo Nordisk in Q2 2016 and has held it in 8 quarters since.
1,306 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.