TWM
NVO

Tradition Wealth Management’s Novo Nordisk NVO Stock Holding History

Tradition 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
Q1 		– Sell
-164
Closed -$17K – 913
2023
Q4 		$17K Hold
164
– – ﹤0.01% 885
2023
Q3 		$15K Buy
+164
New +$14.4K ﹤0.01% 924

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tradition Wealth Management's NVO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 164 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in NVO in Q3 2023 and held it in 2 quarters. The position peaked at $17K in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Tradition Wealth Management reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 164 Novo Nordisk shares in Q1 2024, an estimated $17K.
  • Tradition Wealth Management first reported a position in Novo Nordisk in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Novo Nordisk position peaked at $17K in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.