BFEC
NOVT icon

Benjamin F. Edwards & Company’s Novanta NOVT Stock Holding History

Benjamin F. Edwards & Company’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 		$4K Buy
22
+13
+144% +$2.11K ﹤0.01% 1949
2024
Q1 		$2K Buy
+9
New +$1.48K ﹤0.01% 2034
2019
Q3 		– Sell
-119
Closed -$11K – 1929
2019
Q2 		$11K Buy
+119
New +$10.2K ﹤0.01% 1391
2018
Q2 		– Sell
-60
Closed -$3K – 1637
2018
Q1 		$3K Buy
+60
New +$3.29K ﹤0.01% 1483

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Benjamin F. Edwards & Company's NOVT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Novanta (NOVT) stake by 144% in Q2 2024, buying an estimated $2.11K and bringing the position to 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Benjamin F. Edwards & Company first reported a position in NOVT in Q1 2018 and has held it in 4 quarters since. The position peaked at $11K in Q2 2019. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

  • Benjamin F. Edwards & Company held 22 shares of Novanta worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 13 Novanta shares in Q2 2024, an estimated $2.11K.
  • Novanta made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1949 holding.
  • Benjamin F. Edwards & Company first reported a position in Novanta in Q1 2018 and has held it in 4 quarters since.
  • Benjamin F. Edwards & Company's Novanta position peaked at $11K in Q2 2019.
  • 270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.