TWA
NVO

TCI Wealth Advisors’s Novo Nordisk NVO Stock Holding History

TCI Wealth Advisors’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
-86
Closed -$6.84K – 1535
2023
Q1 		$6.84K Sell
86
-192
-69% -$13.6K ﹤0.01% 1315
2022
Q4 		$18.8K Buy
278
+154
+124% +$9.03K ﹤0.01% 727
2022
Q3 		$6K Sell
124
-8
-6% -$429 ﹤0.01% 1362
2022
Q2 		$7K Sell
132
-18
-12% -$999 ﹤0.01% 1263
2022
Q1 		$8K Hold
150
– – ﹤0.01% 1265
2021
Q4 		$8K Hold
150
– – ﹤0.01% 1347
2021
Q3 		$7K Hold
150
– – ﹤0.01% 1371
2021
Q2 		$6K Hold
150
– – ﹤0.01% 1339
2021
Q1 		$5K Sell
150
-370
-71% -$13.2K ﹤0.01% 1281
2020
Q4 		$18K Sell
520
-8
-2% -$277 0.01% 519
2020
Q3 		$18K Sell
528
-104
-16% -$3.47K 0.01% 473
2020
Q2 		$21K Buy
+632
New +$20.2K 0.01% 434
2020
Q1 		– Sell
-184
Closed -$5K – 1669
2019
Q4 		$5K Buy
+184
New +$5.09K ﹤0.01% 862
2017
Q1 		– Sell
-606
Closed -$11K – 1357
2016
Q4 		$11K Hold
606
– – 0.01% 606
2016
Q3 		$13K Sell
606
-478
-44% -$11.9K 0.01% 523
2016
Q2 		$29K Hold
1,084
– – 0.02% 369
2016
Q1 		$29K Hold
1,084
– – 0.02% 372
2015
Q4 		$31K Sell
1,084
-120
-10% -$3.32K 0.02% 370
2015
Q3 		$33K Sell
1,204
-10
-0.8% -$283 0.02% 331
2015
Q2 		$33K Buy
1,214
+606
+100% +$17K 0.02% 320
2015
Q1 		$16K Sell
608
-20
-3% -$461 0.01% 384
2014
Q4 		$13K Sell
628
-266
-30% -$5.94K 0.01% 416
2014
Q3 		$21K Sell
894
-206
-19% -$4.74K 0.01% 330
2014
Q2 		$25K Hold
1,100
– – 0.02% 323
2014
Q1 		$25K Sell
1,100
-2,720
-71% -$58K 0.02% 303
2013
Q4 		$71K Buy
3,820
+3,060
+403% +$53.3K 0.04% 205
2013
Q3 		$0 Buy
+760
New +$12.8K ﹤0.01% 821

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Wealth Advisors's NVO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 86 shares — an estimated $6.84K sold.

TCI Wealth Advisors first reported a position in NVO in Q3 2013 and held it in 27 quarters. The position peaked at $71K in Q4 2013. 1,196 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 86 Novo Nordisk shares in Q2 2023, an estimated $6.84K.
  • TCI Wealth Advisors first reported a position in Novo Nordisk in Q3 2013 and held it in 27 quarters.
  • TCI Wealth Advisors's Novo Nordisk position peaked at $71K in Q4 2013.
  • 1,196 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.