WWMSC
NVO

Wagner Wealth Management (South Carolina)’s Novo Nordisk NVO Stock Holding History

Wagner Wealth Management (South Carolina)’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
-2,878
Closed -$411K – 257
2024
Q2 		$411K Buy
2,878
+80
+3% +$10.6K 0.12% 79
2024
Q1 		$359K Buy
2,798
+84
+3% +$10K 0.11% 89
2023
Q4 		$281K Buy
+2,714
New +$268K 0.09% 100
2022
Q4 		– Sell
-1,024
Closed -$51K – 555
2022
Q3 		$51K Hold
1,024
– – 0.04% 207
2022
Q2 		$57K Buy
+1,024
New +$56.8K 0.05% 190
2022
Q1 		– Sell
-1,128
Closed -$63K – 506
2021
Q4 		$63K Buy
1,128
+122
+12% +$6.61K 0.05% 223
2021
Q3 		$55K Buy
1,006
+322
+47% +$15.6K 0.04% 234
2021
Q2 		$29K Hold
684
– – 0.02% 335
2021
Q1 		$23K Buy
+684
New +$24.4K 0.02% 339

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

Wagner Wealth Management (South Carolina)'s NVO Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 2,878 shares — an estimated $411K sold.

Wagner Wealth Management (South Carolina) first reported a position in NVO in Q1 2021 and held it in 9 quarters. The position peaked at $411K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 2,878 Novo Nordisk shares in Q3 2024, an estimated $411K.
  • Wagner Wealth Management (South Carolina) first reported a position in Novo Nordisk in Q1 2021 and held it in 9 quarters.
  • Wagner Wealth Management (South Carolina)'s Novo Nordisk position peaked at $411K in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.