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Harvest Group Wealth Management’s Novanta NOVT Stock Holding History

Harvest Group 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
2023
Q1 		$1.75K Hold
11
– – ﹤0.01% 128
2022
Q4 		$1.5K Buy
11
+1
+10% +$140 ﹤0.01% 130
2022
Q3 		$1K Buy
+10
New +$1.36K ﹤0.01% 152

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Harvest Group Wealth Management's NOVT Position: Q1 2023 in Review

Harvest Group Wealth Management held its Novanta (NOVT) position steady in Q1 2023 at 11 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Harvest Group Wealth Management first reported a position in NOVT in Q3 2022 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold NOVT as of Q1 2023.

  • Harvest Group Wealth Management held 11 shares of Novanta worth $1.75K as of Q1 2023.
  • Harvest Group Wealth Management left its Novanta share count unchanged in Q1 2023.
  • Novanta made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #128 holding.
  • Harvest Group Wealth Management first reported a position in Novanta in Q3 2022 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Novanta as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.