AWM
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Accurate Wealth Management’s Novanta NOVT Stock Holding History

Accurate Wealth Management’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$1.42K – 1001
2022
Q4 		$1.42K Buy
+10
New +$1.4K ﹤0.01% 1288

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Accurate Wealth Management's NOVT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Novanta (NOVT) in Q1 2023, closing a stake of 10 shares — an estimated $1.42K sold.

Accurate Wealth Management first reported a position in NOVT in Q4 2022 and held it in 1 quarter. The position peaked at $1.42K in Q4 2022. 250 funds tracked by Wall St. Rank hold NOVT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Novanta position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Novanta shares in Q1 2023, an estimated $1.42K.
  • Accurate Wealth Management first reported a position in Novanta in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Novanta position peaked at $1.42K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Novanta as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.