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Juncture Wealth Strategies’s Novanta NOVT Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-8,321
Closed -$524K – 124
2018
Q4 		$524K Buy
+8,321
New +$536K 0.35% 60

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Juncture Wealth Strategies's NOVT Position: Q1 2019 in Review

Juncture Wealth Strategies sold out of Novanta (NOVT) in Q1 2019, closing a stake of 8,321 shares — an estimated $524K sold.

Juncture Wealth Strategies first reported a position in NOVT in Q4 2018 and held it in 1 quarter. The position peaked at $524K in Q4 2018. 191 funds tracked by Wall St. Rank hold NOVT as of Q1 2019.

  • Juncture Wealth Strategies reported no remaining Novanta position as of Q1 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 8,321 Novanta shares in Q1 2019, an estimated $524K.
  • Juncture Wealth Strategies first reported a position in Novanta in Q4 2018 and held it in 1 quarter.
  • Juncture Wealth Strategies's Novanta position peaked at $524K in Q4 2018.
  • 191 funds tracked by Wall St. Rank held Novanta as of Q1 2019.

Based on Juncture Wealth Strategies's 13F filing for Q1 2019, filed 9 Apr 2019.