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Financial Gravity Companies’s Novanta NOVT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+41
New +$2.64K ﹤0.01% 844
2018
Q1 		$6K Buy
103
+31
+43% +$1.7K 0.01% 681
2017
Q4 		$4K Buy
+72
New +$3.51K ﹤0.01% 779

Other funds holding NOVT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Financial Gravity Companies's NOVT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Novanta (NOVT) in Q4 2018: 41 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NOVT as recently as Q1 2018.

Financial Gravity Companies first reported a position in NOVT in Q4 2017 and has held it in 3 quarters since. The position peaked at $6K in Q1 2018. 183 funds tracked by Wall St. Rank hold NOVT as of Q4 2018.

  • Financial Gravity Companies held 41 shares of Novanta worth $3K as of Q4 2018.
  • Novanta was a new Financial Gravity Companies position in Q4 2018.
  • Novanta made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #844 holding.
  • Financial Gravity Companies first reported a position in Novanta in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Novanta position peaked at $6K in Q1 2018.
  • 183 funds tracked by Wall St. Rank held Novanta as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.