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Pathstone Family Office’s Novanta NOVT Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-4
Closed – – 1117
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1277
2020
Q3 		$0 Sell
4
-4
-50% -$423 ﹤0.01% 932
2020
Q2 		$0 Buy
+8
New +$743 ﹤0.01% 895
2019
Q2 		– Sell
-50
Closed -$4K – 813
2019
Q1 		$4K Buy
+50
New +$3.75K ﹤0.01% 644

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's NOVT Position: Q1 2021 in Review

Pathstone Family Office sold out of Novanta (NOVT) in Q1 2021, closing a stake of 4 shares.

Pathstone Family Office first reported a position in NOVT in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 199 funds tracked by Wall St. Rank hold NOVT as of Q1 2021.

  • Pathstone Family Office reported no remaining Novanta position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 4 Novanta shares in Q1 2021.
  • Pathstone Family Office first reported a position in Novanta in Q1 2019 and held it in 4 quarters.
  • Pathstone Family Office's Novanta position peaked at $4K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held Novanta as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.