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Advisornet Financial’s Novanta NOVT Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-5
Closed -$895 – 2164
2024
Q3 		$895 Hold
5
– – ﹤0.01% 1960
2024
Q2 		$816 Sell
5
-2
-29% -$324 ﹤0.01% 1860
2024
Q1 		$1.22K Buy
7
+6
+600% +$984 ﹤0.01% 1709
2023
Q4 		$168 Sell
1
-4
-80% -$583 ﹤0.01% 2320
2023
Q3 		$717 Hold
5
– – ﹤0.01% 1888
2023
Q2 		$921 Sell
5
-2
-29% -$327 ﹤0.01% 1905
2023
Q1 		$1.11K Buy
7
+4
+133% +$614 ﹤0.01% 1854
2022
Q4 		$408 Buy
+3
New +$420 ﹤0.01% 2072

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Advisornet Financial's NOVT Position: Q4 2024 in Review

Advisornet Financial sold out of Novanta (NOVT) in Q4 2024, closing a stake of 5 shares — an estimated $895 sold.

Advisornet Financial first reported a position in NOVT in Q4 2022 and held it in 8 quarters. The position peaked at $1.22K in Q1 2024. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

  • Advisornet Financial reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 5 Novanta shares in Q4 2024, an estimated $895.
  • Advisornet Financial first reported a position in Novanta in Q4 2022 and held it in 8 quarters.
  • Advisornet Financial's Novanta position peaked at $1.22K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.