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TCI Wealth Advisors’s Novanta NOVT Stock Holding History

TCI 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
Q2 		– Sell
-39
Closed -$6.21K – 1514
2023
Q1 		$6.21K Buy
39
+37
+1,850% +$5.68K ﹤0.01% 1381
2022
Q4 		$272 Sell
2
-80
-98% -$11.2K ﹤0.01% 2295
2022
Q3 		$9K Buy
82
+2
+3% +$273 ﹤0.01% 1083
2022
Q2 		$10K Buy
80
+51
+176% +$6.41K ﹤0.01% 1022
2022
Q1 		$4K Sell
29
-38
-57% -$5.39K ﹤0.01% 1746
2021
Q4 		$12K Buy
67
+7
+12% +$1.17K ﹤0.01% 1040
2021
Q3 		$9K Buy
60
+32
+114% +$4.65K ﹤0.01% 1185
2021
Q2 		$4K Buy
28
+10
+56% +$1.35K ﹤0.01% 1608
2021
Q1 		$2K Buy
+18
New +$2.37K ﹤0.01% 1820

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TCI Wealth Advisors's NOVT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Novanta (NOVT) in Q2 2023, closing a stake of 39 shares — an estimated $6.21K sold.

TCI Wealth Advisors first reported a position in NOVT in Q1 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 258 funds tracked by Wall St. Rank hold NOVT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Novanta position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 39 Novanta shares in Q2 2023, an estimated $6.21K.
  • TCI Wealth Advisors first reported a position in Novanta in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Novanta position peaked at $12K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Novanta as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.