TCFG Wealth Management’s Novo Nordisk NVO Stock Holding History

TCFG 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 Q4	–	Sell	-2,280	Closed	-$272K	–	241
2024 Q3	$272K	Buy	+2,280	New	+$304K	0.14%	168

Other funds holding NVO

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

TCFG Wealth Management's NVO Position: Q4 2024 in Review

TCFG Wealth Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,280 shares — an estimated $272K sold.

TCFG Wealth Management first reported a position in NVO in Q3 2024 and held it in 1 quarter. The position peaked at $272K in Q3 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

TCFG Wealth Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
TCFG Wealth Management sold 2,280 Novo Nordisk shares in Q4 2024, an estimated $272K.
TCFG Wealth Management first reported a position in Novo Nordisk in Q3 2024 and held it in 1 quarter.
TCFG Wealth Management's Novo Nordisk position peaked at $272K in Q3 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on TCFG Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.