AWC
NVTA

Abundance Wealth Counselors’s Invitae Corporation NVTA Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-772
Closed -$29K – 363
2021
Q1 		$29K Buy
+772
New +$35.1K 0.01% 205

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abundance Wealth Counselors's NVTA Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Invitae Corporation (NVTA) in Q2 2021, closing a stake of 772 shares — an estimated $29K sold.

Abundance Wealth Counselors first reported a position in NVTA in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 366 funds tracked by Wall St. Rank hold NVTA as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Invitae Corporation position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 772 Invitae Corporation shares in Q2 2021, an estimated $29K.
  • Abundance Wealth Counselors first reported a position in Invitae Corporation in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Invitae Corporation position peaked at $29K in Q1 2021.
  • 366 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.