Opal Wealth Advisors’s Novanta NOVT Stock Holding History

Opal Wealth 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 Q3	–	Sell	-29	Closed	-$4.73K	–	850
2024 Q2	$4.73K	Buy	+29	New	+$4.71K	﹤0.01%	815

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

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

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

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

Opal Wealth Advisors's NOVT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Novanta (NOVT) in Q3 2024, closing a stake of 29 shares — an estimated $4.73K sold.

Opal Wealth Advisors first reported a position in NOVT in Q2 2024 and held it in 1 quarter. The position peaked at $4.73K in Q2 2024. 288 funds tracked by Wall St. Rank hold NOVT as of Q3 2024.

Opal Wealth Advisors reported no remaining Novanta position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 29 Novanta shares in Q3 2024, an estimated $4.73K.
Opal Wealth Advisors first reported a position in Novanta in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Novanta position peaked at $4.73K in Q2 2024.
288 funds tracked by Wall St. Rank held Novanta as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.