AIMA
NVTA

Ables Iannone Moore & Associates’s Invitae Corporation NVTA Stock Holding History

Ables Iannone Moore & Associates’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$188 – 305
2023
Q4 		$188 Buy
+300
New +$179 ﹤0.01% 299

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ables Iannone Moore & Associates's NVTA Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 300 shares — an estimated $188 sold.

Ables Iannone Moore & Associates first reported a position in NVTA in Q4 2023 and held it in 1 quarter. The position peaked at $188 in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 300 Invitae Corporation shares in Q1 2024, an estimated $188.
  • Ables Iannone Moore & Associates first reported a position in Invitae Corporation in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Invitae Corporation position peaked at $188 in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.