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Carroll Financial Associates’s Novanta NOVT Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-56
Closed -$7K – 1795
2021
Q1 		$7K Hold
56
– – ﹤0.01% 1304
2020
Q4 		$6K Hold
56
– – ﹤0.01% 1228
2020
Q3 		$5K Sell
56
-25
-31% -$2.64K ﹤0.01% 1190
2020
Q2 		$8K Buy
+81
New +$7.53K ﹤0.01% 1091

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T. Rowe Price Associates
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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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Carroll Financial Associates's NOVT Position: Q2 2021 in Review

Carroll Financial Associates sold out of Novanta (NOVT) in Q2 2021, closing a stake of 56 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in NOVT in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2020. 204 funds tracked by Wall St. Rank hold NOVT as of Q2 2021.

  • Carroll Financial Associates reported no remaining Novanta position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 56 Novanta shares in Q2 2021, an estimated $7K.
  • Carroll Financial Associates first reported a position in Novanta in Q2 2020 and held it in 4 quarters.
  • Carroll Financial Associates's Novanta position peaked at $8K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Novanta as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.