SPWM
NVO

Straight Path Wealth Management’s Novo Nordisk NVO Stock Holding History

Straight Path Wealth Management’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
Q1 		– Sell
-4,000
Closed -$271K – 83
2022
Q4 		$271K Buy
+4,000
New +$235K 0.26% 51
2022
Q3 		– Sell
-4,000
Closed -$223K – 77
2022
Q2 		$223K Hold
4,000
– – 0.22% 61
2022
Q1 		$222K Hold
4,000
– – 0.19% 62
2021
Q4 		$224K Buy
+4,000
New +$217K 0.2% 66

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Straight Path Wealth Management's NVO Position: Q1 2023 in Review

Straight Path Wealth Management sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 4,000 shares — an estimated $271K sold.

Straight Path Wealth Management first reported a position in NVO in Q4 2021 and held it in 4 quarters. The position peaked at $271K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • Straight Path Wealth Management reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 4,000 Novo Nordisk shares in Q1 2023, an estimated $271K.
  • Straight Path Wealth Management first reported a position in Novo Nordisk in Q4 2021 and held it in 4 quarters.
  • Straight Path Wealth Management's Novo Nordisk position peaked at $271K in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.