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JP Morgan Private Wealth Advisors’s Novanta NOVT Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$360K Sell
2,511
-13
-0.5% -$2.12K ﹤0.01% 1387
2023
Q2 		$465K Sell
2,524
-251
-9% -$41.1K ﹤0.01% 1069
2023
Q1 		$441K Buy
2,775
+515
+23% +$79.1K ﹤0.01% 1528
2022
Q4 		$307K Buy
2,260
+355
+19% +$49.7K ﹤0.01% 1654
2022
Q3 		$220K Sell
1,905
-675
-26% -$92K ﹤0.01% 1773
2022
Q2 		$313K Sell
2,580
-11
-0.4% -$1.38K ﹤0.01% 1628
2022
Q1 		$369K Sell
2,591
-177
-6% -$25.1K ﹤0.01% 1662
2021
Q4 		$488K Buy
2,768
+94
+4% +$15.7K ﹤0.01% 1567
2021
Q3 		$413K Sell
2,674
-22
-0.8% -$3.2K ﹤0.01% 1577
2021
Q2 		$363K Buy
2,696
+192
+8% +$25.8K ﹤0.01% 1613
2021
Q1 		$330K Buy
2,504
+39
+2% +$5.13K ﹤0.01% 1492
2020
Q4 		$291K Buy
2,465
+164
+7% +$19.1K ﹤0.01% 1507
2020
Q3 		$242K Buy
2,301
+52
+2% +$5.5K ﹤0.01% 1447
2020
Q2 		$240K Buy
+2,249
New +$209K ﹤0.01% 1396

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NOVT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Novanta (NOVT) stake by 0.52% in Q3 2023, selling an estimated $2.12K and leaving 2,511 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

JP Morgan Private Wealth Advisors first reported a position in NOVT in Q2 2020 and has held it in 14 quarters since. The position peaked at $488K in Q4 2021. 263 funds tracked by Wall St. Rank hold NOVT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,511 shares of Novanta worth $360K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 13 Novanta shares in Q3 2023, an estimated $2.12K.
  • Novanta made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1387 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Novanta in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Novanta position peaked at $488K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Novanta as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.