WESPAC Advisors SoCal’s Novo Nordisk NVO Stock Holding History

WESPAC Advisors SoCal’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 Q4	–	Sell	-28,288	Closed	-$3.37M	–	103
2024 Q3	$3.37M	Buy	+28,288	New	+$3.77M	0.78%	37
2019 Q2	–	Sell	-960	Closed	-$25K	–	225
2019 Q1	$25K	Hold	960	–	–	0.01%	157
2018 Q4	$22K	Hold	960	–	–	0.01%	168
2018 Q3	$22K	Buy	+960	New	+$23.4K	0.01%	180
2018 Q2	–	Sell	-960	Closed	-$23K	–	194
2018 Q1	$23K	Hold	960	–	–	0.01%	155
2017 Q4	$25K	Hold	960	–	–	0.01%	148
2017 Q3	$23K	Hold	960	–	–	0.01%	157
2017 Q2	$20K	Hold	960	–	–	0.01%	155
2017 Q1	$16.5K	Hold	960	–	–	0.01%	166
2016 Q4	$17.2K	Sell	960 -124	-11%	-$2.25K	0.01%	158
2016 Q3	$22.5K	Buy	1,084 +124	+13%	+$3.07K	0.02%	144
2016 Q2	$25.8K	Sell	960 -530	-36%	-$14.5K	0.02%	142
2016 Q1	$40.4K	Buy	1,490 +30	+2%	+$804	0.03%	123
2015 Q4	$42K	Buy	+1,460	New	+$40.4K	0.03%	132

Other funds holding NVO

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WESPAC Advisors SoCal's NVO Position: Q4 2024 in Review

WESPAC Advisors SoCal sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 28,288 shares — an estimated $3.37M sold.

WESPAC Advisors SoCal first reported a position in NVO in Q4 2015 and held it in 14 quarters. The position peaked at $3.37M in Q3 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

WESPAC Advisors SoCal reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
WESPAC Advisors SoCal sold 28,288 Novo Nordisk shares in Q4 2024, an estimated $3.37M.
WESPAC Advisors SoCal first reported a position in Novo Nordisk in Q4 2015 and held it in 14 quarters.
WESPAC Advisors SoCal's Novo Nordisk position peaked at $3.37M in Q3 2024.
1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2024, filed 27 Jan 2025.