QWM
NVO

QP Wealth Management’s Novo Nordisk NVO Stock Holding History

QP 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
2020
Q4 		– Sell
-7,320
Closed -$254K – 75
2020
Q3 		$254K Buy
7,320
+620
+9% +$20.7K 0.33% 51
2020
Q2 		$219K Buy
+6,700
New +$214K 0.3% 52

Other funds holding NVO

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

QP Wealth Management's NVO Position: Q4 2020 in Review

QP Wealth Management sold out of Novo Nordisk (NVO) in Q4 2020, closing a stake of 7,320 shares — an estimated $254K sold.

QP Wealth Management first reported a position in NVO in Q2 2020 and held it in 2 quarters. The position peaked at $254K in Q3 2020. 702 funds tracked by Wall St. Rank hold NVO as of Q4 2020.

  • QP Wealth Management reported no remaining Novo Nordisk position as of Q4 2020 after selling out during the quarter.
  • QP Wealth Management sold 7,320 Novo Nordisk shares in Q4 2020, an estimated $254K.
  • QP Wealth Management first reported a position in Novo Nordisk in Q2 2020 and held it in 2 quarters.
  • QP Wealth Management's Novo Nordisk position peaked at $254K in Q3 2020.
  • 702 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2020.

Based on QP Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.