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Capital Performance Advisors’s Novanta NOVT Stock Holding History

Capital Performance Advisors’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
-7
Closed -$1.25K – 1797
2024
Q3 		$1.25K Buy
+7
New +$1.22K ﹤0.01% 1797

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

Capital Performance Advisors's NOVT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Novanta (NOVT) in Q4 2024, closing a stake of 7 shares — an estimated $1.25K sold.

Capital Performance Advisors first reported a position in NOVT in Q3 2024 and held it in 1 quarter. The position peaked at $1.25K in Q3 2024. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Novanta shares in Q4 2024, an estimated $1.25K.
  • Capital Performance Advisors first reported a position in Novanta in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Novanta position peaked at $1.25K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.