Ten Capital Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Ten Capital 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	$140K	Sell	1,742 -100	-5%	-$8.17K	0.04%	157
2023 Q1	$147K	Buy	1,842 +738	+67%	+$52.3K	0.05%	135
2022 Q4	$74.7K	Buy	+1,104	New	+$64.7K	0.03%	150
2021 Q1	–	Sell	-2,300	Closed	-$80K	–	385
2020 Q4	$80K	Buy	+2,300	New	+$79.5K	0.02%	146

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

Ten Capital Wealth Advisors's NVO Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Novo Nordisk (NVO) stake by 5.4% in Q2 2023, selling an estimated $8.17K and leaving 1,742 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #157.

Ten Capital Wealth Advisors first reported a position in NVO in Q4 2020 and has held it in 4 quarters since. The position peaked at $147K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

Ten Capital Wealth Advisors held 1,742 shares of Novo Nordisk worth $140K as of Q2 2023.
Ten Capital Wealth Advisors sold 100 Novo Nordisk shares in Q2 2023, an estimated $8.17K.
Novo Nordisk made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #157 holding.
Ten Capital Wealth Advisors first reported a position in Novo Nordisk in Q4 2020 and has held it in 4 quarters since.
Ten Capital Wealth Advisors's Novo Nordisk position peaked at $147K in Q1 2023.
1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.