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Advisor Group’s Novanta NOVT Stock Holding History

Advisor Group’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
2019
Q4 		$70K Sell
782
-93
-11% -$8.02K ﹤0.01% 3195
2019
Q3 		$71K Buy
875
+157
+22% +$12.8K ﹤0.01% 3140
2019
Q2 		$68K Sell
718
-1,002
-58% -$85.5K ﹤0.01% 3151
2019
Q1 		$145K Sell
1,720
-8,190
-83% -$615K ﹤0.01% 2550
2018
Q4 		$625K Sell
9,910
-2,467
-20% -$159K 0.01% 1253
2018
Q3 		$846K Buy
12,377
+1,296
+12% +$90.9K 0.01% 1105
2018
Q2 		$691K Buy
11,081
+10,001
+926% +$612K 0.01% 1096
2018
Q1 		$56K Sell
1,080
-3,525
-77% -$193K ﹤0.01% 2971
2017
Q4 		$231K Buy
4,605
+2,381
+107% +$116K ﹤0.01% 1877
2017
Q3 		$97K Buy
+2,224
New +$86.5K ﹤0.01% 2434

Other funds holding NOVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's NOVT Position: Q4 2019 in Review

Advisor Group reduced its Novanta (NOVT) stake by 11% in Q4 2019, selling an estimated $8.02K and leaving 782 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Advisor Group first reported a position in NOVT in Q3 2017 and has held it in 10 quarters since. The position peaked at $846K in Q3 2018. 174 funds tracked by Wall St. Rank hold NOVT as of Q4 2019.

  • Advisor Group held 782 shares of Novanta worth $70K as of Q4 2019.
  • Advisor Group sold 93 Novanta shares in Q4 2019, an estimated $8.02K.
  • Novanta made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3195 holding.
  • Advisor Group first reported a position in Novanta in Q3 2017 and has held it in 10 quarters since.
  • Advisor Group's Novanta position peaked at $846K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Novanta as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.