Regent Peak Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Regent Peak Wealth 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
2024 Q4	–	Sell	-14,571	Closed	-$1.73M	–	191
2024 Q3	$1.73M	Sell	14,571 -1,546	-10%	-$206K	0.4%	50
2024 Q2	$2.3M	Buy	+16,117	New	+$2.14M	0.53%	45
2023 Q1	–	Sell	-29,378	Closed	-$1.98M	–	170
2022 Q4	$1.98M	Buy	29,378 +4,600	+19%	+$270K	0.65%	40
2022 Q3	$1.23M	Buy	24,778 +1,742	+8%	+$93.3K	0.43%	52
2022 Q2	$1.28M	Buy	+23,036	New	+$1.28M	0.42%	52
2021 Q1	–	Sell	-434	Closed	-$15K	–	700
2020 Q4	$15K	Buy	+434	New	+$15K	0.01%	501

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Regent Peak Wealth Advisors's NVO Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 14,571 shares — an estimated $1.73M sold.

Regent Peak Wealth Advisors first reported a position in NVO in Q4 2020 and held it in 6 quarters. The position peaked at $2.3M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Regent Peak Wealth Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
Regent Peak Wealth Advisors sold 14,571 Novo Nordisk shares in Q4 2024, an estimated $1.73M.
Regent Peak Wealth Advisors first reported a position in Novo Nordisk in Q4 2020 and held it in 6 quarters.
Regent Peak Wealth Advisors's Novo Nordisk position peaked at $2.3M in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.