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Baker Tilly Wealth Management’s Novanta NOVT Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-1,843
Closed -$322K – 368
2024
Q1 		$322K Sell
1,843
-4
-0.2% -$656 0.06% 331
2023
Q4 		$311K Buy
+1,847
New +$269K 0.05% 381

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
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
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

Baker Tilly Wealth Management's NOVT Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Novanta (NOVT) in Q2 2024, closing a stake of 1,843 shares — an estimated $322K sold.

Baker Tilly Wealth Management first reported a position in NOVT in Q4 2023 and held it in 2 quarters. The position peaked at $322K in Q1 2024. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Novanta position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,843 Novanta shares in Q2 2024, an estimated $322K.
  • Baker Tilly Wealth Management first reported a position in Novanta in Q4 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Novanta position peaked at $322K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.