AIP
NVTA

Ameritas Investment Partners’s Invitae Corporation NVTA Stock Holding History

Ameritas Investment Partners’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
-25,918
Closed -$16.2K – 3105
2023
Q4 		$16.2K Hold
25,918
– – ﹤0.01% 2681
2023
Q3 		$15.7K Buy
25,918
+8,746
+51% +$9.09K ﹤0.01% 2650
2023
Q2 		$19.4K Hold
17,172
– – ﹤0.01% 2580
2023
Q1 		$23.2K Hold
17,172
– – ﹤0.01% 2412
2022
Q4 		$46.9K Hold
17,172
– – ﹤0.01% 2097
2022
Q3 		$42K Buy
17,172
+1,500
+10% +$4.55K ﹤0.01% 2121
2022
Q2 		$38K Hold
15,672
– – ﹤0.01% 2178
2022
Q1 		$125K Hold
15,672
– – ﹤0.01% 1488
2021
Q4 		$239K Hold
15,672
– – 0.01% 1120
2021
Q3 		$446K Sell
15,672
-40
-0.3% -$1.17K 0.02% 827
2021
Q2 		$530K Buy
15,712
+5,876
+60% +$191K 0.02% 778
2021
Q1 		$376K Hold
9,836
– – 0.01% 872
2020
Q4 		$411K Hold
9,836
– – 0.02% 817
2020
Q3 		$426K Sell
9,836
-361
-4% -$12.3K 0.02% 759
2020
Q2 		$309K Buy
10,197
+2,409
+31% +$42K 0.01% 847
2020
Q1 		$106K Buy
7,788
+377
+5% +$6.88K 0.01% 1237
2019
Q4 		$120K Hold
7,411
– – 0.01% 1407
2019
Q3 		$143K Hold
7,411
– – 0.01% 1249
2019
Q2 		$174K Buy
7,411
+1,564
+27% +$33.3K 0.01% 1143
2019
Q1 		$137K Buy
5,847
+429
+8% +$7.57K 0.01% 1270
2018
Q4 		$60K Hold
5,418
– – ﹤0.01% 1704
2018
Q3 		$91K Hold
5,418
– – ﹤0.01% 1639
2018
Q2 		$40K Buy
5,418
+2,001
+59% +$13.3K ﹤0.01% 2134
2018
Q1 		$16K Hold
3,417
– – ﹤0.01% 2538
2017
Q4 		$31K Hold
3,417
– – ﹤0.01% 2210
2017
Q3 		$33K Hold
3,417
– – ﹤0.01% 2137
2017
Q2 		$33K Buy
3,417
+1,644
+93% +$16.2K ﹤0.01% 2177
2017
Q1 		$20K Buy
+1,773
New +$17K ﹤0.01% 2409

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
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 $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameritas Investment Partners's NVTA Position: Q1 2024 in Review

Ameritas Investment Partners sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 25,918 shares — an estimated $16.2K sold.

Ameritas Investment Partners first reported a position in NVTA in Q1 2017 and held it in 28 quarters. The position peaked at $530K in Q2 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Ameritas Investment Partners reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 25,918 Invitae Corporation shares in Q1 2024, an estimated $16.2K.
  • Ameritas Investment Partners first reported a position in Invitae Corporation in Q1 2017 and held it in 28 quarters.
  • Ameritas Investment Partners's Invitae Corporation position peaked at $530K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Ameritas Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.