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LGT Financial Advisors’s Novanta NOVT Stock Holding History

LGT Financial 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
2024
Q2 		– Sell
-17
Closed -$2.97K – 836
2024
Q1 		$2.97K Hold
17
– – ﹤0.01% 700
2023
Q4 		$2.86K Sell
17
-6
-26% -$875 ﹤0.01% 740
2023
Q3 		$3.3K Buy
+23
New +$3.75K ﹤0.01% 705

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LGT Financial Advisors's NOVT Position: Q2 2024 in Review

LGT Financial Advisors sold out of Novanta (NOVT) in Q2 2024, closing a stake of 17 shares — an estimated $2.97K sold.

LGT Financial Advisors first reported a position in NOVT in Q3 2023 and held it in 3 quarters. The position peaked at $3.3K in Q3 2023. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

  • LGT Financial Advisors reported no remaining Novanta position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 17 Novanta shares in Q2 2024, an estimated $2.97K.
  • LGT Financial Advisors first reported a position in Novanta in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Novanta position peaked at $3.3K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.