WAS
NVO

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

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GQG Partners
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Fisher Asset Management
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return