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Bartlett & Co Wealth Management’s Novanta NOVT Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-16
Closed -$1.49K – 1165
2020
Q4 		$1.49K Buy
+16
New +$1.87K ﹤0.01% 968

Other funds holding NOVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's NOVT Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Novanta (NOVT) in Q1 2021, closing a stake of 16 shares — an estimated $1.49K sold.

Bartlett & Co Wealth Management first reported a position in NOVT in Q4 2020 and held it in 1 quarter. The position peaked at $1.49K in Q4 2020. 199 funds tracked by Wall St. Rank hold NOVT as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Novanta position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 16 Novanta shares in Q1 2021, an estimated $1.49K.
  • Bartlett & Co Wealth Management first reported a position in Novanta in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Novanta position peaked at $1.49K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Novanta as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.