RWP
NOVT icon

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 $5.7T 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