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Wealthspire Advisors (Maryland)’s Novanta NOVT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-240
Closed -$20K – 1469
2019
Q1 		$20K Hold
240
– – ﹤0.01% 1278
2018
Q4 		$15K Buy
+240
New +$15.5K ﹤0.01% 1325
2017
Q3 		– Sell
-75
Closed -$3K – 2392
2017
Q2 		$3K Buy
+75
New +$2.38K ﹤0.01% 1902

Other funds holding NOVT

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NOVT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Novanta (NOVT) in Q2 2019, closing a stake of 240 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in NOVT in Q2 2017 and held it in 3 quarters. The position peaked at $20K in Q1 2019. 185 funds tracked by Wall St. Rank hold NOVT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Novanta position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 240 Novanta shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Novanta in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Novanta position peaked at $20K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Novanta as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.