TWM
NVO

Tolleson Wealth Management’s Novo Nordisk NVO Stock Holding History

Tolleson 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
2023
Q4 		– Sell
-3,534
Closed -$321K – 88
2023
Q3 		$321K Sell
3,534
-3,534
-50% -$311K 0.08% 67
2023
Q2 		$572K Buy
+7,068
New +$577K 0.14% 59

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Tolleson Wealth Management's NVO Position: Q4 2023 in Review

Tolleson Wealth Management sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 3,534 shares — an estimated $321K sold.

Tolleson Wealth Management first reported a position in NVO in Q2 2023 and held it in 2 quarters. The position peaked at $572K in Q2 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • Tolleson Wealth Management reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
  • Tolleson Wealth Management sold 3,534 Novo Nordisk shares in Q4 2023, an estimated $321K.
  • Tolleson Wealth Management first reported a position in Novo Nordisk in Q2 2023 and held it in 2 quarters.
  • Tolleson Wealth Management's Novo Nordisk position peaked at $572K in Q2 2023.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Tolleson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.