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	–	2215
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	–	1478
2017 Q4	$14K	Buy	+1,578	New	+$14.1K	﹤0.01%	948

Other funds holding NVTA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $298M AUM 21.11% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return