Wilbanks Smith & Thomas Asset Management’s Novo Nordisk NVO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$1.12M	Sell	8,735 -49	-0.6%	-$5.83K	0.03%	217
2023 Q4	$909K	Buy	8,784 +71	+0.8%	+$7.02K	0.03%	241
2023 Q3	$792K	Buy	8,713 +5,731	+192%	+$505K	0.03%	245
2023 Q2	$241K	Sell	2,982 -652	-18%	-$53.3K	0.01%	457
2023 Q1	$289K	Buy	3,634 +54	+2%	+$3.83K	0.01%	412
2022 Q4	$242K	Buy	+3,580	New	+$210K	0.01%	428
2018 Q4	–	Sell	-2,752	Closed	-$65K	–	994
2018 Q3	$65K	Buy	+2,752	New	+$67.2K	﹤0.01%	626

Other funds holding NVO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NVO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Novo Nordisk (NVO) stake by 0.56% in Q1 2024, selling an estimated $5.83K and leaving 8,735 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #217.

Wilbanks Smith & Thomas Asset Management first reported a position in NVO in Q3 2018 and has held it in 7 quarters since. 1,746 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 8,735 shares of Novo Nordisk worth $1.12M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 49 Novo Nordisk shares in Q1 2024, an estimated $5.83K.
Novo Nordisk made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #217 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Novo Nordisk in Q3 2018 and has held it in 7 quarters since.
1,746 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.