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	-205,290	Closed	-$1K	–	199
2023 Q1	$1K	Buy	+205,290	New	+$14.6M	0.02%	130

Other funds holding NVO

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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 205,290 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. 1,197 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 205,290 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.
1,197 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.