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Operose Advisors’s Novanta NOVT Stock Holding History

Operose 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
2023
Q4 		– Sell
-235
Closed -$33.7K – 688
2023
Q3 		$33.7K Buy
+235
New +$38.3K 0.01% 376

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 $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Operose Advisors's NOVT Position: Q4 2023 in Review

Operose Advisors sold out of Novanta (NOVT) in Q4 2023, closing a stake of 235 shares — an estimated $33.7K sold.

Operose Advisors first reported a position in NOVT in Q3 2023 and held it in 1 quarter. The position peaked at $33.7K in Q3 2023. 257 funds tracked by Wall St. Rank hold NOVT as of Q4 2023.

  • Operose Advisors reported no remaining Novanta position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 235 Novanta shares in Q4 2023, an estimated $33.7K.
  • Operose Advisors first reported a position in Novanta in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Novanta position peaked at $33.7K in Q3 2023.
  • 257 funds tracked by Wall St. Rank held Novanta as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.