RegentAtlantic Capital’s Novo Nordisk NVO Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$234K	Sell	4,690 -144	-3%	-$7.71K	0.01%	607
2022 Q2	$269K	Buy	4,834 +64	+1%	+$3.55K	0.01%	569
2022 Q1	$265K	Buy	4,770 +280	+6%	+$14.4K	0.01%	598
2021 Q4	$251K	Buy	4,490 +318	+8%	+$17.2K	0.01%	612
2021 Q3	$200K	Buy	+4,172	New	+$202K	0.01%	639
2015 Q1	–	Sell	-2,770	Closed	-$58.6K	–	730
2014 Q4	$58.6K	Buy	+2,770	New	+$61.9K	0.01%	555

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

RegentAtlantic Capital's NVO Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Novo Nordisk (NVO) stake by 3% in Q3 2022, selling an estimated $7.71K and leaving 4,690 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #607.

RegentAtlantic Capital first reported a position in NVO in Q4 2014 and has held it in 6 quarters since. The position peaked at $269K in Q2 2022. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

RegentAtlantic Capital held 4,690 shares of Novo Nordisk worth $234K as of Q3 2022.
RegentAtlantic Capital sold 144 Novo Nordisk shares in Q3 2022, an estimated $7.71K.
Novo Nordisk made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #607 holding.
RegentAtlantic Capital first reported a position in Novo Nordisk in Q4 2014 and has held it in 6 quarters since.
RegentAtlantic Capital's Novo Nordisk position peaked at $269K in Q2 2022.
907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.