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Heritage Wealth Management (Arizona)’s Novanta NOVT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$63.9K Buy
470
+235
+100% +$32.9K 0.01% 470
2022
Q3 		$27K Hold
235
– – 0.01% 482
2022
Q2 		$28.5K Hold
235
– – 0.01% 493
2022
Q1 		$33K Buy
+235
New +$33.3K 0.01% 524
2021
Q3 		$36K Hold
235
– – 0.01% 491
2021
Q2 		$32K Sell
235
-40
-15% -$5.38K 0.01% 510
2021
Q1 		$36K Buy
+275
New +$36.1K 0.02% 424

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NOVT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Novanta (NOVT) stake by 100% in Q4 2022, buying an estimated $32.9K and bringing the position to 470 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #470.

Heritage Wealth Management (Arizona) first reported a position in NOVT in Q1 2021 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold NOVT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 470 shares of Novanta worth $63.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 235 Novanta shares in Q4 2022, an estimated $32.9K.
  • Novanta made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #470 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Novanta in Q1 2021 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Novanta as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.