AF
NVTA

Advisornet Financial’s Invitae Corporation NVTA Stock Holding History

Advisornet Financial’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
Q2 		– Sell
-50,000
Closed -$550 – 2211
2024
Q1 		$550 Buy
50,000
+30,000
+150% +$13.7K ﹤0.01% 1873
2023
Q4 		$12.5K Hold
20,000
– – ﹤0.01% 1243
2023
Q3 		$12.1K Buy
20,000
+10,000
+100% +$10.4K ﹤0.01% 1192
2023
Q2 		$11.3K Hold
10,000
– – ﹤0.01% 1289
2023
Q1 		$13.5K Hold
10,000
– – ﹤0.01% 1212
2022
Q4 		$18.6K Hold
10,000
– – ﹤0.01% 1077
2022
Q3 		$25K Buy
10,000
+3,788
+61% +$11.5K ﹤0.01% 1047
2022
Q2 		$15K Buy
6,212
+2,212
+55% +$9.78K ﹤0.01% 1241
2022
Q1 		$32K Buy
4,000
+1,000
+33% +$10.1K ﹤0.01% 1112
2021
Q4 		$46K Buy
3,000
+965
+47% +$20.9K ﹤0.01% 1048
2021
Q3 		$58K Hold
2,035
– – ﹤0.01% 964
2021
Q2 		$69K Hold
2,035
– – ﹤0.01% 891
2021
Q1 		$78K Buy
2,035
+1,800
+766% +$81.8K 0.01% 823
2020
Q4 		$10K Buy
235
+35
+18% +$1.67K ﹤0.01% 1299
2020
Q3 		$9K Sell
200
-125
-38% -$4.26K ﹤0.01% 1320
2020
Q2 		$10K Sell
325
-200
-38% -$3.49K ﹤0.01% 1315
2020
Q1 		$7K Buy
525
+200
+62% +$3.65K ﹤0.01% 1370
2019
Q4 		$5K Buy
+325
New +$5.75K ﹤0.01% 1571
2018
Q1 		– Sell
-1,578
Closed -$14K – 1472
2017
Q4 		$14K Buy
+1,578
New +$14.1K ﹤0.01% 948

Other funds holding NVTA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Advisornet Financial's NVTA Position: Q2 2024 in Review

Advisornet Financial sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 50,000 shares — an estimated $550 sold.

Advisornet Financial first reported a position in NVTA in Q4 2017 and held it in 19 quarters. The position peaked at $78K in Q1 2021. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • Advisornet Financial reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 50,000 Invitae Corporation shares in Q2 2024, an estimated $550.
  • Advisornet Financial first reported a position in Invitae Corporation in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's Invitae Corporation position peaked at $78K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.