W
NVO

WealthStone’s Novo Nordisk NVO Stock Holding History

WealthStone’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
Q1 		$259K Buy
7,692
+1,620
+27% +$57.7K 0.09% 189
2020
Q4 		$212K Buy
+6,072
New +$210K 0.08% 207
2019
Q3 		– Sell
-294
Closed -$7.5K – 425
2019
Q2 		$7.5K Buy
+294
New +$7.27K ﹤0.01% 285

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthStone's NVO Position: Q1 2021 in Review

WealthStone increased its Novo Nordisk (NVO) stake by 27% in Q1 2021, buying an estimated $57.7K and bringing the position to 7,692 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #189.

WealthStone first reported a position in NVO in Q2 2019 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold NVO as of Q1 2021.

  • WealthStone held 7,692 shares of Novo Nordisk worth $259K as of Q1 2021.
  • WealthStone bought 1,620 Novo Nordisk shares in Q1 2021, an estimated $57.7K.
  • Novo Nordisk made up 0.09% of WealthStone's portfolio in Q1 2021, its #189 holding.
  • WealthStone first reported a position in Novo Nordisk in Q2 2019 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.