WP
NVO

WealthShield Partners’s Novo Nordisk NVO Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-192
Closed -$6K – 1024
2021
Q1 		$6K Buy
+192
New +$6.84K ﹤0.01% 929

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Loomis, Sayles & Company
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Capital International Investors
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

WealthShield Partners's NVO Position: Q2 2021 in Review

WealthShield Partners sold out of Novo Nordisk (NVO) in Q2 2021, closing a stake of 192 shares — an estimated $6K sold.

WealthShield Partners first reported a position in NVO in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 735 funds tracked by Wall St. Rank hold NVO as of Q2 2021.

  • WealthShield Partners reported no remaining Novo Nordisk position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 192 Novo Nordisk shares in Q2 2021, an estimated $6K.
  • WealthShield Partners first reported a position in Novo Nordisk in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Novo Nordisk position peaked at $6K in Q1 2021.
  • 735 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.