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RFP Financial Group’s Novanta NOVT Stock Holding History

RFP Financial Group’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
-36
Closed -$5.16K – 961
2023
Q3 		$5.16K Hold
36
– – ﹤0.01% 510
2023
Q2 		$6.63K Hold
36
– – ﹤0.01% 503
2023
Q1 		$5.73K Hold
36
– – 0.01% 370
2022
Q4 		$4.89K Buy
+36
New +$5.04K ﹤0.01% 529

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
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

RFP Financial Group's NOVT Position: Q4 2023 in Review

RFP Financial Group sold out of Novanta (NOVT) in Q4 2023, closing a stake of 36 shares — an estimated $5.16K sold.

RFP Financial Group first reported a position in NOVT in Q4 2022 and held it in 4 quarters. The position peaked at $6.63K in Q2 2023. 257 funds tracked by Wall St. Rank hold NOVT as of Q4 2023.

  • RFP Financial Group reported no remaining Novanta position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 36 Novanta shares in Q4 2023, an estimated $5.16K.
  • RFP Financial Group first reported a position in Novanta in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Novanta position peaked at $6.63K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Novanta as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.