RFA
NVO

Rollins Financial Advisors’s Novo Nordisk NVO Stock Holding History

Rollins Financial 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
-2,432
Closed -$290K – 140
2024
Q3 		$290K Hold
2,432
– – 0.05% 103
2024
Q2 		$347K Sell
2,432
-640
-21% -$84.8K 0.06% 93
2024
Q1 		$394K Sell
3,072
-822
-21% -$97.8K 0.07% 83
2023
Q4 		$403K Buy
+3,894
New +$385K 0.08% 74

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Rollins Financial Advisors's NVO Position: Q4 2024 in Review

Rollins Financial Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,432 shares — an estimated $290K sold.

Rollins Financial Advisors first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $403K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Rollins Financial Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Rollins Financial Advisors sold 2,432 Novo Nordisk shares in Q4 2024, an estimated $290K.
  • Rollins Financial Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Rollins Financial Advisors's Novo Nordisk position peaked at $403K in Q4 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Rollins Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.