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Laidlaw Wealth Management’s Novanta NOVT Stock Holding History

Laidlaw 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
2022
Q2 		– Sell
-1,526
Closed -$217K – 395
2022
Q1 		$217K Hold
1,526
– – 0.04% 359
2021
Q4 		$269K Hold
1,526
– – 0.04% 326
2021
Q3 		$236K Hold
1,526
– – 0.06% 216
2021
Q2 		$206K Buy
+1,526
New +$205K 0.05% 244

Other funds holding NOVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Laidlaw Wealth Management's NOVT Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Novanta (NOVT) in Q2 2022, closing a stake of 1,526 shares — an estimated $217K sold.

Laidlaw Wealth Management first reported a position in NOVT in Q2 2021 and held it in 4 quarters. The position peaked at $269K in Q4 2021. 222 funds tracked by Wall St. Rank hold NOVT as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining Novanta position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,526 Novanta shares in Q2 2022, an estimated $217K.
  • Laidlaw Wealth Management first reported a position in Novanta in Q2 2021 and held it in 4 quarters.
  • Laidlaw Wealth Management's Novanta position peaked at $269K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Novanta as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.