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Sutton Wealth Advisors’s Novanta NOVT Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-6
Closed -$815 – 1296
2022
Q4 		$815 Hold
6
– – ﹤0.01% 1386
2022
Q3 		$694 Buy
+6
New +$818 ﹤0.01% 1399

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Sutton Wealth Advisors's NOVT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Novanta (NOVT) in Q1 2023, closing a stake of 6 shares — an estimated $815 sold.

Sutton Wealth Advisors first reported a position in NOVT in Q3 2022 and held it in 2 quarters. The position peaked at $815 in Q4 2022. 250 funds tracked by Wall St. Rank hold NOVT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Novanta position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Novanta shares in Q1 2023, an estimated $815.
  • Sutton Wealth Advisors first reported a position in Novanta in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Novanta position peaked at $815 in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Novanta as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.