SYSTM Wealth Solutions’s Novo Nordisk NVO Stock Holding History

SYSTM Wealth Solutions’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 Q3	$1.91K	Sell	16 -6,702	-100%	-$894K	0.06%	61
2024 Q2	$959K	Sell	6,718 -8,641	-56%	-$1.15M	0.21%	117
2024 Q1	$1.98M	Sell	15,359 -1,756	-10%	-$209K	0.25%	119
2023 Q4	$1.77M	Sell	17,115 -6,064	-26%	-$600K	0.25%	118
2023 Q3	$2.11M	Buy	23,179 +1,953	+9%	+$172K	0.32%	82
2023 Q2	$1.72M	Buy	21,226 +8,288	+64%	+$677K	0.23%	119
2023 Q1	$1.03M	Sell	12,938 -1,062	-8%	-$75.3K	0.16%	170
2022 Q4	$947K	Buy	+14,000	New	+$821K	0.12%	221

Other funds holding NVO

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

SYSTM Wealth Solutions's NVO Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Novo Nordisk (NVO) stake by 100% in Q3 2024, selling an estimated $894K and leaving 16 shares worth $1.91K. The position accounts for 0.06% of the portfolio, ranked #61.

SYSTM Wealth Solutions first reported a position in NVO in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.11M in Q3 2023. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

SYSTM Wealth Solutions held 16 shares of Novo Nordisk worth $1.91K as of Q3 2024.
SYSTM Wealth Solutions sold 6,702 Novo Nordisk shares in Q3 2024, an estimated $894K.
Novo Nordisk made up 0.06% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #61 holding.
SYSTM Wealth Solutions first reported a position in Novo Nordisk in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Novo Nordisk position peaked at $2.11M in Q3 2023.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.