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Precision Wealth Strategies’s Novanta NOVT Stock Holding History

Precision Wealth Strategies’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
Q4 		– Sell
-1,248
Closed -$223K – 116
2024
Q3 		$223K Buy
+1,248
New +$217K 0.21% 100

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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Precision Wealth Strategies's NOVT Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Novanta (NOVT) in Q4 2024, closing a stake of 1,248 shares — an estimated $223K sold.

Precision Wealth Strategies first reported a position in NOVT in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,248 Novanta shares in Q4 2024, an estimated $223K.
  • Precision Wealth Strategies first reported a position in Novanta in Q3 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Novanta position peaked at $223K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.