Taylor Hoffman Wealth Management’s Novo Nordisk NVO Stock Holding History

Taylor Hoffman 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
2024 Q2	$337K	Buy	2,320 +95	+4%	+$12.6K	0.14%	89
2024 Q1	$286K	Sell	2,225 -365	-14%	-$43.4K	0.12%	93
2023 Q4	$268K	Buy	2,590 +212	+9%	+$21K	0.12%	95
2023 Q3	$216K	Buy	+2,378	New	+$209K	0.11%	107
2020 Q3	–	Sell	-292	Closed	-$10K	–	279
2020 Q2	$10K	Buy	+292	New	+$9.32K	0.01%	290
2020 Q1	–	Sell	-292	Closed	-$8K	–	292
2019 Q4	$8K	Hold	292	–	–	0.01%	330
2019 Q3	$8K	Hold	292	–	–	0.01%	323
2019 Q2	$7K	Hold	292	–	–	0.01%	316
2019 Q1	$8K	Hold	292	–	–	0.01%	302
2018 Q4	$7K	Hold	292	–	–	0.01%	303
2018 Q3	$7K	Hold	292	–	–	0.01%	303
2018 Q2	$7K	Hold	292	–	–	0.01%	283
2018 Q1	$7K	Hold	292	–	–	0.01%	302
2017 Q4	$8K	Buy	+292	New	+$7.43K	0.01%	302

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

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

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

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

Taylor Hoffman Wealth Management's NVO Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Novo Nordisk (NVO) stake by 4.3% in Q2 2024, buying an estimated $12.6K and bringing the position to 2,320 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #89.

Taylor Hoffman Wealth Management first reported a position in NVO in Q4 2017 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

Taylor Hoffman Wealth Management held 2,320 shares of Novo Nordisk worth $337K as of Q2 2024.
Taylor Hoffman Wealth Management bought 95 Novo Nordisk shares in Q2 2024, an estimated $12.6K.
Novo Nordisk made up 0.14% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #89 holding.
Taylor Hoffman Wealth Management first reported a position in Novo Nordisk in Q4 2017 and has held it in 14 quarters since.
1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.