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Financial Gravity Asset Management’s Novanta NOVT Stock Holding History

Financial Gravity Asset 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
2024
Q1 		– Hold
0
– – – 1898
2023
Q3 		– Sell
-184
Closed -$2.7K – 1587
2023
Q2 		$2.7K Buy
+184
New +$30.1K 0.01% 589
2023
Q1 		– Sell
-136
Closed -$2.11K – 1477
2022
Q4 		$2.11K Buy
+136
New +$19K 0.01% 529
2022
Q2 		– Sell
-142
Closed -$2 – 813
2022
Q1 		$2 Sell
142
-34
-19% -$4.82K ﹤0.01% 868
2021
Q4 		$2 Buy
+176
New +$29.4K ﹤0.01% 937
2021
Q3 		– Hold
0
– – – 236
2021
Q2 		– Hold
0
– – – 268
2021
Q1 		– Sell
-1
Closed -$131 – 643
2020
Q4 		$0 Buy
+1
New +$117 ﹤0.01% 617
2020
Q2 		– Sell
-24
Closed -$1.93K – 583
2020
Q1 		$1.93K Buy
24
+12
+100% +$1.07K 0.01% 407
2019
Q4 		$88K Buy
12
+1
+9% +$86 0.06% 371
2019
Q3 		$1K Sell
11
-7
-39% -$569 ﹤0.01% 1074
2019
Q2 		$2K Buy
18
+1
+6% +$85 ﹤0.01% 922
2019
Q1 		$1K Buy
+17
New +$1.28K ﹤0.01% 1152
2018
Q3 		$3K Hold
51
– – ﹤0.01% 870
2018
Q2 		$3K Sell
51
-52
-50% -$3.18K ﹤0.01% 900
2018
Q1 		$6K Buy
+103
New +$5.64K 0.01% 681

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Gravity Asset Management's NOVT Position: Q1 2024 in Review

Financial Gravity Asset Management held its Novanta (NOVT) position steady in Q1 2024 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Financial Gravity Asset Management first reported a position in NOVT in Q1 2018 and has held it in 13 quarters since. The position peaked at $88K in Q4 2019. 284 funds tracked by Wall St. Rank hold NOVT as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Novanta worth $19 as of Q1 2024.
  • Financial Gravity Asset Management left its Novanta share count unchanged in Q1 2024.
  • Novanta made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1898 holding.
  • Financial Gravity Asset Management first reported a position in Novanta in Q1 2018 and has held it in 13 quarters since.
  • Financial Gravity Asset Management's Novanta position peaked at $88K in Q4 2019.
  • 284 funds tracked by Wall St. Rank held Novanta as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.