WIA
NVO

Wetzel Investment Advisors’s Novo Nordisk NVO Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-132
Closed -$16.9K – 644
2024
Q2 		$16.9K Sell
132
-588
-82% -$77.9K 0.01% 370
2024
Q1 		$88.4K Sell
720
-360
-33% -$42.9K 0.05% 193
2023
Q4 		$112K Buy
+1,080
New +$107K 0.07% 167

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wetzel Investment Advisors's NVO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 132 shares — an estimated $16.9K sold.

Wetzel Investment Advisors first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $112K in Q4 2023. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 132 Novo Nordisk shares in Q3 2024, an estimated $16.9K.
  • Wetzel Investment Advisors first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Novo Nordisk position peaked at $112K in Q4 2023.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.