Focused Wealth Management’s Novanta NOVT Stock Holding History

Focused Wealth 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
2018 Q4	–	Sell	-700	Closed	-$48K	–	739
2018 Q3	$48K	Buy	+700	New	+$49.1K	0.02%	299

Other funds holding NOVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Focused Wealth Management's NOVT Position: Q4 2018 in Review

Focused Wealth Management sold out of Novanta (NOVT) in Q4 2018, closing a stake of 700 shares — an estimated $48K sold.

Focused Wealth Management first reported a position in NOVT in Q3 2018 and held it in 1 quarter. The position peaked at $48K in Q3 2018. 183 funds tracked by Wall St. Rank hold NOVT as of Q4 2018.

Focused Wealth Management reported no remaining Novanta position as of Q4 2018 after selling out during the quarter.
Focused Wealth Management sold 700 Novanta shares in Q4 2018, an estimated $48K.
Focused Wealth Management first reported a position in Novanta in Q3 2018 and held it in 1 quarter.
Focused Wealth Management's Novanta position peaked at $48K in Q3 2018.
183 funds tracked by Wall St. Rank held Novanta as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.