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Cooper Financial Group’s Novanta NOVT Stock Holding History

Cooper Financial Group’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
2022
Q1 		– Sell
-2,538
Closed -$448K – 269
2021
Q4 		$448K Buy
2,538
+24
+1% +$4.01K 0.17% 131
2021
Q3 		$388K Buy
2,514
+151
+6% +$22K 0.08% 155
2021
Q2 		$318K Buy
2,363
+136
+6% +$18.3K 0.06% 179
2021
Q1 		$294K Sell
2,227
-54
-2% -$7.1K 0.07% 184
2020
Q4 		$270K Buy
2,281
+29
+1% +$3.38K 0.06% 231
2020
Q3 		$237K Sell
2,252
-60
-3% -$6.34K 0.07% 175
2020
Q2 		$247K Buy
+2,312
New +$215K 0.08% 159

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cooper Financial Group's NOVT Position: Q1 2022 in Review

Cooper Financial Group sold out of Novanta (NOVT) in Q1 2022, closing a stake of 2,538 shares — an estimated $448K sold.

Cooper Financial Group first reported a position in NOVT in Q2 2020 and held it in 7 quarters. The position peaked at $448K in Q4 2021. 231 funds tracked by Wall St. Rank hold NOVT as of Q1 2022.

  • Cooper Financial Group reported no remaining Novanta position as of Q1 2022 after selling out during the quarter.
  • Cooper Financial Group sold 2,538 Novanta shares in Q1 2022, an estimated $448K.
  • Cooper Financial Group first reported a position in Novanta in Q2 2020 and held it in 7 quarters.
  • Cooper Financial Group's Novanta position peaked at $448K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held Novanta as of Q1 2022.

Based on Cooper Financial Group's 13F filing for Q1 2022, filed 12 Apr 2022.