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Freestone Capital Holdings’s Novanta NOVT Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-23
Closed -$2.72K – 864
2020
Q4 		$2.72K Hold
23
– – ﹤0.01% 1092
2020
Q3 		$2.42K Buy
+23
New +$2.43K ﹤0.01% 1006

Other funds holding NOVT

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Capital Holdings's NOVT Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Novanta (NOVT) in Q1 2021, closing a stake of 23 shares — an estimated $2.72K sold.

Freestone Capital Holdings first reported a position in NOVT in Q3 2020 and held it in 2 quarters. The position peaked at $2.72K in Q4 2020. 199 funds tracked by Wall St. Rank hold NOVT as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Novanta position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 23 Novanta shares in Q1 2021, an estimated $2.72K.
  • Freestone Capital Holdings first reported a position in Novanta in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Novanta position peaked at $2.72K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Novanta as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.