WR Wealth Planners’s Novo Nordisk NVO Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-6	Closed	-$477	–	952
2023 Q1	$477	Buy	+6	New	+$425	﹤0.01%	859

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WR Wealth Planners's NVO Position: Q2 2023 in Review

WR Wealth Planners sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 6 shares — an estimated $477 sold.

WR Wealth Planners first reported a position in NVO in Q1 2023 and held it in 1 quarter. The position peaked at $477 in Q1 2023. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

WR Wealth Planners reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 6 Novo Nordisk shares in Q2 2023, an estimated $477.
WR Wealth Planners first reported a position in Novo Nordisk in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Novo Nordisk position peaked at $477 in Q1 2023.
1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.