RVW Wealth’s Novo Nordisk NVO Stock Holding History

RVW Wealth’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 Q4	–	Sell	-468	Closed	-$42.6K	–	289
2023 Q3	$42.6K	Buy	+468	New	+$41.2K	0.01%	254

Other funds holding NVO

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

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

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

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

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

RVW Wealth's NVO Position: Q4 2023 in Review

RVW Wealth sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 468 shares — an estimated $42.6K sold.

RVW Wealth first reported a position in NVO in Q3 2023 and held it in 1 quarter. The position peaked at $42.6K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

RVW Wealth reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 468 Novo Nordisk shares in Q4 2023, an estimated $42.6K.
RVW Wealth first reported a position in Novo Nordisk in Q3 2023 and held it in 1 quarter.
RVW Wealth's Novo Nordisk position peaked at $42.6K in Q3 2023.
1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.