Tyler-Stone Wealth Management’s Novo Nordisk NVO Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-383	Closed	-$54.7K	–	730
2024 Q2	$54.7K	Sell	383 -322	-46%	-$42.7K	0.02%	354
2024 Q1	$90.5K	Buy	705 +413	+141%	+$49.2K	0.04%	286
2023 Q4	$30.2K	Hold	292	–	–	0.02%	437
2023 Q3	$27K	Hold	292	–	–	0.02%	438
2023 Q2	$24K	Buy	+292	New	+$23.9K	0.01%	452
2022 Q4	$13K	Hold	186	–	–	0.01%	513
2022 Q3	$9K	Hold	186	–	–	0.01%	555
2022 Q2	$10K	Buy	186 +6	+3%	+$333	0.01%	554
2022 Q1	$10K	Hold	180	–	–	0.01%	579
2021 Q4	$10K	Buy	+180	New	+$9.75K	0.01%	616

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

Tyler-Stone Wealth Management's NVO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 383 shares — an estimated $54.7K sold.

Tyler-Stone Wealth Management first reported a position in NVO in Q4 2021 and held it in 10 quarters. The position peaked at $90.5K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 383 Novo Nordisk shares in Q3 2024, an estimated $54.7K.
Tyler-Stone Wealth Management first reported a position in Novo Nordisk in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Novo Nordisk position peaked at $90.5K in Q1 2024.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.