LifeSteps Financial’s Novanta NOVT Stock Holding History

LifeSteps Financial’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	-25	Closed	-$4.37K	–	292
2024 Q1	$4.37K	Buy	+25	New	+$4.1K	﹤0.01%	349

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifeSteps Financial's NOVT Position: Q2 2024 in Review

LifeSteps Financial sold out of Novanta (NOVT) in Q2 2024, closing a stake of 25 shares — an estimated $4.37K sold.

LifeSteps Financial first reported a position in NOVT in Q1 2024 and held it in 1 quarter. The position peaked at $4.37K in Q1 2024. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

LifeSteps Financial reported no remaining Novanta position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 25 Novanta shares in Q2 2024, an estimated $4.37K.
LifeSteps Financial first reported a position in Novanta in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Novanta position peaked at $4.37K in Q1 2024.
270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.