NFG
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Next Financial Group’s Novanta NOVT Stock Holding History

Next Financial Group’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
2021
Q4 		$14K Buy
80
+64
+400% +$10.7K ﹤0.01% 2048
2021
Q3 		$2K Buy
+16
New +$2.33K ﹤0.01% 2505

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Financial Group's NOVT Position: Q4 2021 in Review

Next Financial Group increased its Novanta (NOVT) stake by 400% in Q4 2021, buying an estimated $10.7K and bringing the position to 80 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Next Financial Group first reported a position in NOVT in Q3 2021 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold NOVT as of Q4 2021.

  • Next Financial Group held 80 shares of Novanta worth $14K as of Q4 2021.
  • Next Financial Group bought 64 Novanta shares in Q4 2021, an estimated $10.7K.
  • Novanta made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2048 holding.
  • Next Financial Group first reported a position in Novanta in Q3 2021 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Novanta as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.