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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

NVO holding history

Novo Nordisk A S in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVO overviewAll 13F holders of NVOFull Q3 2023 holdings

Shares (Q3 2023)
8,100
Value
$736.6K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of NVO by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20238,100$736.6K0.1%−148−1.8%ReducedConverted for a 2-for-1 splitHolders
Q2 20234,124$667.4K0.1%−25−0.6%ReducedHolders
Q1 20234,149$660.3K0.1%−300−6.7%ReducedHolders
Q4 20224,449$602.1K0.1%−2,750−38.2%ReducedHolders
Q3 20227,199$717.0K0.2%00.0%UnchangedHolders
Q2 20227,199$802.0K0.2%+9+0.1%AddedHolders
Q1 20227,190$798.0K0.1%+40+0.6%AddedHolders
Q4 20217,150$801.0K0.1%−275−3.7%ReducedHolders
Q3 20217,425$713.0K0.1%−15−0.2%ReducedHolders
Q2 20217,440$623.0K0.1%00.0%UnchangedHolders
Q1 20217,440$570.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.