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First Personal Financial Services’s Novanta NOVT Stock Holding History

First Personal Financial Services’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
Q3 		$179 Buy
+1
New +$174 ﹤0.01% 480
2018
Q2 		– Sell
-589
Closed -$31K – 846
2018
Q1 		$31K Buy
589
+19
+3% +$1.04K 0.01% 542
2017
Q4 		$29K Sell
570
-48
-8% -$2.34K 0.01% 578
2017
Q3 		$27K Hold
618
– – 0.01% 532
2017
Q2 		$22K Buy
618
+151
+32% +$4.79K ﹤0.01% 567
2017
Q1 		$12K Buy
+467
New +$11.4K ﹤0.01% 678

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

First Personal Financial Services's NOVT Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Novanta (NOVT) in Q3 2024: 1 share worth $179. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in NOVT as recently as Q1 2018.

First Personal Financial Services first reported a position in NOVT in Q1 2017 and has held it in 6 quarters since. The position peaked at $31K in Q1 2018. 288 funds tracked by Wall St. Rank hold NOVT as of Q3 2024.

  • First Personal Financial Services held 1 share of Novanta worth $179 as of Q3 2024.
  • Novanta was a new First Personal Financial Services position in Q3 2024.
  • Novanta made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #480 holding.
  • First Personal Financial Services first reported a position in Novanta in Q1 2017 and has held it in 6 quarters since.
  • First Personal Financial Services's Novanta position peaked at $31K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Novanta as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.