VAG
NVO

VisionPoint Advisory Group’s Novo Nordisk NVO Stock Holding History

VisionPoint Advisory Group’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
-562
Closed -$80.2K – 599
2024
Q2 		$80.2K Sell
562
-15
-3% -$1.99K 0.03% 228
2024
Q1 		$74.1K Sell
577
-50
-8% -$5.95K 0.03% 234
2023
Q4 		$64.9K Buy
627
+52
+9% +$5.14K 0.02% 221
2023
Q3 		$52.3K Buy
575
+303
+111% +$26.7K 0.02% 247
2023
Q2 		$22K Buy
+272
New +$22.2K 0.01% 274
2020
Q4 		– Sell
-8,274
Closed -$287K – 154
2020
Q3 		$287K Sell
8,274
-1,752
-17% -$58.4K 0.12% 89
2020
Q2 		$332K Buy
10,026
+122
+1% +$3.89K 0.13% 71
2020
Q1 		$298K Buy
+9,904
New +$295K 0.14% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VisionPoint Advisory Group's NVO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 562 shares — an estimated $80.2K sold.

VisionPoint Advisory Group first reported a position in NVO in Q1 2020 and held it in 8 quarters. The position peaked at $332K in Q2 2020. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 562 Novo Nordisk shares in Q3 2024, an estimated $80.2K.
  • VisionPoint Advisory Group first reported a position in Novo Nordisk in Q1 2020 and held it in 8 quarters.
  • VisionPoint Advisory Group's Novo Nordisk position peaked at $332K in Q2 2020.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.