WAM
NVO

Wealthspire Advisors (Maryland)’s Novo Nordisk NVO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$359K Sell
10,334
-12,662
-55% -$422K 0.01% 322
2020
Q2 		$753K Sell
22,996
-9,696
-30% -$309K 0.05% 198
2020
Q1 		$984K Sell
32,692
-3,350
-9% -$99.7K 0.09% 136
2019
Q4 		$1.04M Buy
36,042
+530
+1% +$14.7K 0.07% 161
2019
Q3 		$918K Sell
35,512
-2,416
-6% -$61.1K 0.07% 158
2019
Q2 		$968K Sell
37,928
-8,768
-19% -$217K 0.07% 143
2019
Q1 		$1.22M Sell
46,696
-646
-1% -$15.9K 0.09% 116
2018
Q4 		$1.09M Sell
47,342
-2,956
-6% -$65.7K 0.1% 110
2018
Q3 		$1.19M Sell
50,298
-3,466
-6% -$84.6K 0.1% 120
2018
Q2 		$1.24M Sell
53,764
-2,114
-4% -$50.2K 0.11% 108
2018
Q1 		$1.38M Sell
55,878
-1,360
-2% -$35.7K 0.13% 104
2017
Q4 		$1.54M Buy
57,238
+5,084
+10% +$129K 0.15% 98
2017
Q3 		$1.26M Sell
52,154
-1,210
-2% -$27.3K 0.14% 109
2017
Q2 		$1.14M Sell
53,364
-2,202
-4% -$44.4K 0.14% 109
2017
Q1 		$952K Sell
55,566
-18
-0% -$313 0.14% 102
2016
Q4 		$997K Sell
55,584
-10,768
-16% -$195K 0.15% 102
2016
Q3 		$1.38M Buy
66,352
+2,030
+3% +$50.3K 0.22% 75
2016
Q2 		$1.73M Buy
64,322
+422
+0.7% +$11.6K 0.29% 57
2016
Q1 		$1.73M Buy
63,900
+4,744
+8% +$127K 0.31% 55
2015
Q4 		$1.72M Buy
+59,156
New +$1.64M 0.32% 57

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

Wealthspire Advisors (Maryland)'s NVO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Novo Nordisk (NVO) stake by 55% in Q3 2020, selling an estimated $422K and leaving 10,334 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #322.

Wealthspire Advisors (Maryland) first reported a position in NVO in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.73M in Q1 2016. 659 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,334 shares of Novo Nordisk worth $359K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 12,662 Novo Nordisk shares in Q3 2020, an estimated $422K.
  • Novo Nordisk made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #322 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Novo Nordisk in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Novo Nordisk position peaked at $1.73M in Q1 2016.
  • 659 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.