GWS
NOVT icon

Glassman Wealth Services’s Novanta NOVT Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-1
Closed -$168 – 1247
2023
Q4 		$168 Buy
+1
New +$146 ﹤0.01% 1916

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Glassman Wealth Services's NOVT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Novanta (NOVT) in Q1 2024, closing a stake of 1 share — an estimated $168 sold.

Glassman Wealth Services first reported a position in NOVT in Q4 2023 and held it in 1 quarter. The position peaked at $168 in Q4 2023. 284 funds tracked by Wall St. Rank hold NOVT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Novanta position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1 Novanta share in Q1 2024, an estimated $168.
  • Glassman Wealth Services first reported a position in Novanta in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Novanta position peaked at $168 in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Novanta as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.