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YorkBridge Wealth Partners’s Novanta NOVT Stock Holding History

YorkBridge 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
2018
Q3 		– Sell
-52
Closed -$3K – 815
2018
Q2 		$3K Hold
52
– – ﹤0.01% 745
2018
Q1 		$3K Buy
52
+9
+21% +$493 ﹤0.01% 737
2017
Q4 		$2K Buy
+43
New +$2.1K ﹤0.01% 807

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BlackRock
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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

YorkBridge Wealth Partners's NOVT Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Novanta (NOVT) in Q3 2018, closing a stake of 52 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in NOVT in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 181 funds tracked by Wall St. Rank hold NOVT as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Novanta position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 52 Novanta shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Novanta in Q4 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Novanta position peaked at $3K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Novanta as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.