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Arete Wealth Advisors’s Natera NTRA Stock Holding History

Arete Wealth Advisors’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
2025
Q2 		– Sell
-2,130
Closed -$301K – 790
2025
Q1 		$301K Buy
2,130
+148
+7% +$23.8K 0.02% 529
2024
Q4 		$312K Buy
+1,982
New +$289K 0.02% 542

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's NTRA Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Natera (NTRA) in Q2 2025, closing a stake of 2,130 shares — an estimated $301K sold.

Arete Wealth Advisors first reported a position in NTRA in Q4 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 648 funds tracked by Wall St. Rank hold NTRA as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Natera position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,130 Natera shares in Q2 2025, an estimated $301K.
  • Arete Wealth Advisors first reported a position in Natera in Q4 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Natera position peaked at $312K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held Natera as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.