WP
NVO

WealthPLAN Partners’s Novo Nordisk NVO Stock Holding History

WealthPLAN Partners’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
-1,344
Closed -$109K – 853
2023
Q2 		$109K Sell
1,344
-4
-0.3% -$327 0.02% 386
2023
Q1 		$107K Buy
+1,348
New +$95.6K 0.01% 410

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's NVO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Novo Nordisk (NVO) in Q3 2023, closing a stake of 1,344 shares — an estimated $109K sold.

WealthPLAN Partners first reported a position in NVO in Q1 2023 and held it in 2 quarters. The position peaked at $109K in Q2 2023. 1,306 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • WealthPLAN Partners reported no remaining Novo Nordisk position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,344 Novo Nordisk shares in Q3 2023, an estimated $109K.
  • WealthPLAN Partners first reported a position in Novo Nordisk in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Novo Nordisk position peaked at $109K in Q2 2023.
  • 1,306 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.