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SYSTM Wealth Solutions’s Novanta NOVT Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-173
Closed -$28.2K – 450
2024
Q2 		$28.2K Sell
173
-1,144
-87% -$186K 0.01% 326
2024
Q1 		$230K Buy
1,317
+1,145
+666% +$188K 0.03% 379
2023
Q4 		$29K Buy
+172
New +$25.1K ﹤0.01% 666

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's NOVT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Novanta (NOVT) in Q3 2024, closing a stake of 173 shares — an estimated $28.2K sold.

SYSTM Wealth Solutions first reported a position in NOVT in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 288 funds tracked by Wall St. Rank hold NOVT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Novanta position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 173 Novanta shares in Q3 2024, an estimated $28.2K.
  • SYSTM Wealth Solutions first reported a position in Novanta in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Novanta position peaked at $230K in Q1 2024.
  • 288 funds tracked by Wall St. Rank held Novanta as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.