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Tradition Wealth Management’s Novanta NOVT Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-585
Closed -$99K – 908
2023
Q4 		$99K Hold
585
– – 0.01% 474
2023
Q3 		$84K Hold
585
– – 0.01% 479
2023
Q2 		$108K Hold
585
– – 0.01% 433
2023
Q1 		$93K Hold
585
– – 0.01% 462
2022
Q4 		$79K Hold
585
– – 0.01% 425
2022
Q3 		$68K Buy
+585
New +$79.7K 0.01% 442

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tradition Wealth Management's NOVT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Novanta (NOVT) in Q1 2024, closing a stake of 585 shares — an estimated $99K sold.

Tradition Wealth Management first reported a position in NOVT in Q3 2022 and held it in 6 quarters. The position peaked at $108K in Q2 2023. 284 funds tracked by Wall St. Rank hold NOVT as of Q1 2024.

  • Tradition Wealth Management reported no remaining Novanta position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 585 Novanta shares in Q1 2024, an estimated $99K.
  • Tradition Wealth Management first reported a position in Novanta in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Novanta position peaked at $108K in Q2 2023.
  • 284 funds tracked by Wall St. Rank held Novanta as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.