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TFO Wealth Partners’s Novanta NOVT Stock Holding History

TFO 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
Q2 		– Sell
-1
Closed -$175 – 528
2024
Q1 		$175 Hold
1
– – ﹤0.01% 523
2023
Q4 		$168 Hold
1
– – ﹤0.01% 691
2023
Q3 		$184 Hold
1
– – ﹤0.01% 839
2023
Q2 		$184 Hold
1
– – ﹤0.01% 530
2023
Q1 		$159 Sell
1
-255
-100% -$39.2K ﹤0.01% 541
2022
Q4 		$21.4K Buy
+256
New +$35.8K ﹤0.01% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's NOVT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Novanta (NOVT) in Q2 2024, closing a stake of 1 share — an estimated $175 sold.

TFO Wealth Partners first reported a position in NOVT in Q4 2022 and held it in 6 quarters. The position peaked at $21.4K in Q4 2022. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Novanta position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Novanta share in Q2 2024, an estimated $175.
  • TFO Wealth Partners first reported a position in Novanta in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Novanta position peaked at $21.4K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.