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Revolve Wealth Partners’s Novanta NOVT Stock Holding History

Revolve Wealth Partners’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
-1,221
Closed -$218K – 225
2024
Q3 		$218K Buy
+1,221
New +$212K 0.03% 185
2024
Q2 		– Sell
-1,221
Closed -$213K – 188
2024
Q1 		$213K Hold
1,221
– – 0.04% 174
2023
Q4 		$206K Buy
+1,221
New +$178K 0.04% 158
2023
Q3 		– Sell
-1,222
Closed -$225K – 156
2023
Q2 		$225K Buy
+1,222
New +$200K 0.05% 131
2022
Q1 		– Sell
-1,217
Closed -$215K – 156
2021
Q4 		$215K Buy
+1,217
New +$203K 0.06% 140

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Revolve Wealth Partners's NOVT Position: Q4 2024 in Review

Revolve Wealth Partners sold out of Novanta (NOVT) in Q4 2024, closing a stake of 1,221 shares — an estimated $218K sold.

Revolve Wealth Partners first reported a position in NOVT in Q4 2021 and held it in 5 quarters. The position peaked at $225K in Q2 2023. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

  • Revolve Wealth Partners reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
  • Revolve Wealth Partners sold 1,221 Novanta shares in Q4 2024, an estimated $218K.
  • Revolve Wealth Partners first reported a position in Novanta in Q4 2021 and held it in 5 quarters.
  • Revolve Wealth Partners's Novanta position peaked at $225K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Revolve Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.