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Wagner Wealth Management (South Carolina)’s Novanta NOVT Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
13
– – ﹤0.01% 638
2018
Q2 		$1K Hold
13
– – ﹤0.01% 607
2018
Q1 		$1K Buy
+13
New +$712 ﹤0.01% 566

Other funds holding NOVT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s NOVT Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Novanta (NOVT) position steady in Q3 2018 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Wagner Wealth Management (South Carolina) first reported a position in NOVT in Q1 2018 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold NOVT as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 13 shares of Novanta worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Novanta share count unchanged in Q3 2018.
  • Novanta made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #638 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Novanta in Q1 2018 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Novanta as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.