YorkBridge Wealth Partners’s Novo Nordisk NVO Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-756	Closed	-$19K	–	498
2019 Q2	$19K	Buy	756 +30	+4%	+$741	0.01%	483
2019 Q1	$19K	Sell	726 -256	-26%	-$6.29K	0.01%	473
2018 Q4	$23K	Hold	982	–	–	0.01%	428
2018 Q3	$23K	Hold	982	–	–	0.01%	493
2018 Q2	$23K	Hold	982	–	–	0.01%	504
2018 Q1	$25K	Hold	982	–	–	0.01%	472
2017 Q4	$24K	Buy	982 +276	+39%	+$7.02K	0.01%	467
2017 Q3	$17K	Hold	706	–	–	0.01%	563
2017 Q2	$15K	Hold	706	–	–	0.01%	575
2017 Q1	$14K	Buy	706 +626	+783%	+$10.9K	0.01%	577
2016 Q4	$1K	Buy	+80	New	+$1.45K	﹤0.01%	839

Other funds holding NVO

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

YorkBridge Wealth Partners's NVO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Novo Nordisk (NVO) in Q3 2019, closing a stake of 756 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in NVO in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q1 2018. 564 funds tracked by Wall St. Rank hold NVO as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Novo Nordisk position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 756 Novo Nordisk shares in Q3 2019, an estimated $19K.
YorkBridge Wealth Partners first reported a position in Novo Nordisk in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Novo Nordisk position peaked at $25K in Q1 2018.
564 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.