VWA
NVO

V Wealth Advisors’s Novo Nordisk NVO Stock Holding History

V 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
Q3 		– Sell
-6,764
Closed -$547K – 279
2023
Q2 		$547K Buy
6,764
+22
+0.3% +$1.8K 0.09% 189
2023
Q1 		$536K Sell
6,742
-6
-0.1% -$425 0.1% 187
2022
Q4 		$457K Buy
6,748
+6
+0.1% +$352 0.09% 198
2022
Q3 		$336K Sell
6,742
-482
-7% -$25.8K 0.07% 262
2022
Q2 		$403K Buy
7,224
+26
+0.4% +$1.44K 0.08% 258
2022
Q1 		$400K Sell
7,198
-200
-3% -$10.3K 0.06% 285
2021
Q4 		$414K Sell
7,398
-300
-4% -$16.3K 0.06% 295
2021
Q3 		$370K Buy
7,698
+16
+0.2% +$774 0.06% 324
2021
Q2 		$322K Buy
7,682
+42
+0.5% +$1.63K 0.05% 351
2021
Q1 		$258K Sell
7,640
-7,354
-49% -$262K 0.05% 359
2020
Q4 		$524K Buy
+14,994
New +$518K 0.11% 204
2020
Q3 		– Sell
-13,696
Closed -$449K – 283
2020
Q2 		$449K Buy
13,696
+3,082
+29% +$98.3K 0.12% 198
2020
Q1 		$320K Buy
10,614
+1,956
+23% +$58.2K 0.1% 205
2019
Q4 		$224K Hold
8,658
– – 0.08% 254
2019
Q3 		$224K Buy
8,658
+178
+2% +$4.5K 0.08% 254
2019
Q2 		$216K Buy
+8,480
New +$210K 0.08% 244
2017
Q3 		– Sell
-2,750
Closed -$59K – 540
2017
Q2 		$59K Buy
+2,750
New +$55.5K 0.03% 292

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

V Wealth Advisors's NVO Position: Q3 2023 in Review

V Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2023, closing a stake of 6,764 shares — an estimated $547K sold.

V Wealth Advisors first reported a position in NVO in Q2 2017 and held it in 17 quarters. The position peaked at $547K in Q2 2023. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • V Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 6,764 Novo Nordisk shares in Q3 2023, an estimated $547K.
  • V Wealth Advisors first reported a position in Novo Nordisk in Q2 2017 and held it in 17 quarters.
  • V Wealth Advisors's Novo Nordisk position peaked at $547K in Q2 2023.
  • 1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.