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Garrett Wealth Advisory Group’s Novanta NOVT Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-39
Closed -$3.19K – 452
2019
Q3 		$3.19K Buy
+39
New +$3.17K ﹤0.01% 450

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's NOVT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Novanta (NOVT) in Q4 2019, closing a stake of 39 shares — an estimated $3.19K sold.

Garrett Wealth Advisory Group first reported a position in NOVT in Q3 2019 and held it in 1 quarter. The position peaked at $3.19K in Q3 2019. 174 funds tracked by Wall St. Rank hold NOVT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Novanta position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 39 Novanta shares in Q4 2019, an estimated $3.19K.
  • Garrett Wealth Advisory Group first reported a position in Novanta in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Novanta position peaked at $3.19K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Novanta as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.