PCP
NVO

Proficio Capital Partners’s Novo Nordisk NVO Stock Holding History

Proficio Capital Partners’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
-1,979
Closed -$282K – 322
2024
Q2 		$282K Sell
1,979
-88
-4% -$11.7K 0.03% 258
2024
Q1 		$265K Hold
2,067
– – 0.03% 271
2023
Q4 		$214K Buy
+2,067
New +$204K 0.03% 287
2019
Q3 		– Sell
-3,456
Closed -$88K – 1063
2019
Q2 		$88K Buy
3,456
+332
+11% +$8.21K 0.03% 230
2019
Q1 		$82K Sell
3,124
-1,826
-37% -$44.9K 0.03% 229
2018
Q4 		$114K Sell
4,950
-158
-3% -$3.51K 0.05% 157
2018
Q3 		$120K Sell
5,108
-64
-1% -$1.56K 0.04% 181
2018
Q2 		$119K Sell
5,172
-512
-9% -$12.2K 0.05% 182
2018
Q1 		$140K Buy
5,684
+232
+4% +$6.09K 0.04% 165
2017
Q4 		$146K Buy
5,452
+290
+6% +$7.38K 0.05% 160
2017
Q3 		$124K Sell
5,162
-82
-2% -$1.85K 0.05% 217
2017
Q2 		$111K Buy
5,244
+300
+6% +$6.05K 0.05% 232
2017
Q1 		$103K Buy
4,944
+3,010
+156% +$52.4K 0.05% 246
2016
Q4 		$35K Buy
1,934
+1,444
+295% +$26.2K 0.01% 325
2016
Q3 		$10K Sell
490
-1,248
-72% -$30.9K 0.01% 580
2016
Q2 		$49K Buy
1,738
+562
+48% +$15.4K 0.03% 273
2016
Q1 		$32K Sell
1,176
-644
-35% -$17.3K 0.03% 272
2015
Q4 		$53K Buy
+1,820
New +$50.4K 0.05% 136

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Proficio Capital Partners's NVO Position: Q3 2024 in Review

Proficio Capital Partners sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,979 shares — an estimated $282K sold.

Proficio Capital Partners first reported a position in NVO in Q4 2015 and held it in 18 quarters. The position peaked at $282K in Q2 2024. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Proficio Capital Partners reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 1,979 Novo Nordisk shares in Q3 2024, an estimated $282K.
  • Proficio Capital Partners first reported a position in Novo Nordisk in Q4 2015 and held it in 18 quarters.
  • Proficio Capital Partners's Novo Nordisk position peaked at $282K in Q2 2024.
  • 1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Proficio Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.