AJ Wealth Strategies’s Natera NTRA Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$370K	Hold	7,607	–	–	0.02%	212
2023 Q1	$422K	Hold	7,607	–	–	0.02%	196
2022 Q4	$306K	Hold	7,607	–	–	0.02%	228
2022 Q3	$333K	Hold	7,607	–	–	0.02%	227
2022 Q2	$270K	Hold	7,607	–	–	0.01%	250
2022 Q1	$309K	Hold	7,607	–	–	0.02%	252
2021 Q4	$710K	Hold	7,607	–	–	0.03%	165
2021 Q3	$848K	Hold	7,607	–	–	0.05%	146
2021 Q2	$864K	Sell	7,607 -208	-3%	-$21.3K	0.05%	133
2021 Q1	$794K	Hold	7,815	–	–	0.06%	131
2020 Q4	$778K	Hold	7,815	–	–	0.07%	118
2020 Q3	$565K	Hold	7,815	–	–	0.06%	128
2020 Q2	$390K	Buy	+7,815	New	+$314K	0.04%	143

Other funds holding NTRA

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

AJ Wealth Strategies's NTRA Position: Q2 2023 in Review

AJ Wealth Strategies held its Natera (NTRA) position steady in Q2 2023 at 7,607 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #212.

AJ Wealth Strategies first reported a position in NTRA in Q2 2020 and has held it in 13 quarters since. The position peaked at $864K in Q2 2021. 319 funds tracked by Wall St. Rank hold NTRA as of Q2 2023.

AJ Wealth Strategies held 7,607 shares of Natera worth $370K as of Q2 2023.
AJ Wealth Strategies left its Natera share count unchanged in Q2 2023.
Natera made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #212 holding.
AJ Wealth Strategies first reported a position in Natera in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's Natera position peaked at $864K in Q2 2021.
319 funds tracked by Wall St. Rank held Natera as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.