SVWAG
NVO

Sound View Wealth Advisors Group’s Novo Nordisk NVO Stock Holding History

Sound View Wealth Advisors Group’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
-1,938
Closed -$231K – 420
2024
Q3 		$231K Buy
1,938
+99
+5% +$13.2K 0.02% 379
2024
Q2 		$262K Sell
1,839
-76
-4% -$10.1K 0.03% 323
2024
Q1 		$246K Sell
1,915
-398
-17% -$47.4K 0.03% 332
2023
Q4 		$239K Sell
2,313
-95
-4% -$9.39K 0.03% 341
2023
Q3 		$219K Buy
+2,408
New +$212K 0.03% 341
2023
Q1 		– Sell
-4,626
Closed -$239K – 401
2022
Q4 		$239K Buy
+4,626
New +$271K 0.03% 341

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

Sound View Wealth Advisors Group's NVO Position: Q4 2024 in Review

Sound View Wealth Advisors Group sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,938 shares — an estimated $231K sold.

Sound View Wealth Advisors Group first reported a position in NVO in Q4 2022 and held it in 6 quarters. The position peaked at $262K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Sound View Wealth Advisors Group reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,938 Novo Nordisk shares in Q4 2024, an estimated $231K.
  • Sound View Wealth Advisors Group first reported a position in Novo Nordisk in Q4 2022 and held it in 6 quarters.
  • Sound View Wealth Advisors Group's Novo Nordisk position peaked at $262K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.