Triad Wealth Partners’s Novo Nordisk NVO Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-683	Closed	-$97.5K	–	614
2024 Q2	$97.5K	Buy	+683	New	+$90.5K	0.05%	154

Other funds holding NVO

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Triad Wealth Partners's NVO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 683 shares — an estimated $97.5K sold.

Triad Wealth Partners first reported a position in NVO in Q2 2024 and held it in 1 quarter. The position peaked at $97.5K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Triad Wealth Partners reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 683 Novo Nordisk shares in Q3 2024, an estimated $97.5K.
Triad Wealth Partners first reported a position in Novo Nordisk in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Novo Nordisk position peaked at $97.5K in Q2 2024.
1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.