Summit Wealth Group’s Novo Nordisk NVO Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-12	Closed	-$1K	–	199
2023 Q1	$1K	Buy	+12	New	+$851	0.02%	130

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Wealth Group's NVO Position: Q2 2023 in Review

Summit Wealth Group sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 12 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in NVO in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,196 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

Summit Wealth Group reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 12 Novo Nordisk shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Novo Nordisk in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Novo Nordisk position peaked at $1K in Q1 2023.
1,196 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.