Able Wealth Management’s Natera NTRA Stock Holding History

Able Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3	Closed	-$188	–	408
2023 Q4	$188	Buy	+3	New	+$150	﹤0.01%	584

Other funds holding NTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Able Wealth Management's NTRA Position: Q1 2024 in Review

Able Wealth Management sold out of Natera (NTRA) in Q1 2024, closing a stake of 3 shares — an estimated $188 sold.

Able Wealth Management first reported a position in NTRA in Q4 2023 and held it in 1 quarter. The position peaked at $188 in Q4 2023. 413 funds tracked by Wall St. Rank hold NTRA as of Q1 2024.

Able Wealth Management reported no remaining Natera position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 3 Natera shares in Q1 2024, an estimated $188.
Able Wealth Management first reported a position in Natera in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Natera position peaked at $188 in Q4 2023.
413 funds tracked by Wall St. Rank held Natera as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.