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Capital Asset Advisory Services’s Novanta NOVT Stock Holding History

Capital Asset Advisory Services’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
-127
Closed -$15K – 1209
2020
Q4 		$15K Buy
+127
New +$14.8K ﹤0.01% 964

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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

Capital Asset Advisory Services's NOVT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Novanta (NOVT) in Q1 2021, closing a stake of 127 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in NOVT in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 199 funds tracked by Wall St. Rank hold NOVT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Novanta position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 127 Novanta shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Novanta in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Novanta position peaked at $15K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Novanta as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.