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 New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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. 1,787 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.
1,787 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.