FAIM
NOVT icon

Financial Advocates Investment Management’s Novanta NOVT Stock Holding History

Financial Advocates Investment Management’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
Q4 		– Sell
-12,001
Closed -$793K – 828
2022
Q3 		$793K Buy
+12,001
New +$1.64M 0.07% 302

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Advocates Investment Management's NOVT Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Novanta (NOVT) in Q4 2022, closing a stake of 12,001 shares — an estimated $793K sold.

Financial Advocates Investment Management first reported a position in NOVT in Q3 2022 and held it in 1 quarter. The position peaked at $793K in Q3 2022. 255 funds tracked by Wall St. Rank hold NOVT as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Novanta position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,001 Novanta shares in Q4 2022, an estimated $793K.
  • Financial Advocates Investment Management first reported a position in Novanta in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Novanta position peaked at $793K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Novanta as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.