PRW Wealth Management’s Novo Nordisk NVO Stock Holding History

PRW Wealth Management’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	$410K	Hold	4,248	–	–	0.16%	52
2023 Q2	$342K	Buy	+4,248	New	+$347K	0.12%	47

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

PRW Wealth Management's NVO Position: Q3 2023 in Review

PRW Wealth Management held its Novo Nordisk (NVO) position steady in Q3 2023 at 4,248 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #52.

PRW Wealth Management first reported a position in NVO in Q2 2023 and has held it in 2 quarters since. 1,306 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

PRW Wealth Management held 4,248 shares of Novo Nordisk worth $410K as of Q3 2023.
PRW Wealth Management left its Novo Nordisk share count unchanged in Q3 2023.
Novo Nordisk made up 0.16% of PRW Wealth Management's portfolio in Q3 2023, its #52 holding.
PRW Wealth Management first reported a position in Novo Nordisk in Q2 2023 and has held it in 2 quarters since.
1,306 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.