AWM
NVTA

Aries Wealth Management’s Invitae Corporation NVTA Stock Holding History

Aries Wealth Management’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
2023
Q1 		– Sell
-10,000
Closed -$18.6K – 199
2022
Q4 		$18.6K Sell
10,000
-2,000
-17% -$4.88K 0.01% 186
2022
Q3 		$31K Buy
+12,000
New +$36.4K 0.01% 180
2021
Q1 		– Sell
-4,000
Closed -$205K – 181
2020
Q4 		$205K Buy
+4,000
New +$191K 0.1% 153

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Aries Wealth Management's NVTA Position: Q1 2023 in Review

Aries Wealth Management sold out of Invitae Corporation (NVTA) in Q1 2023, closing a stake of 10,000 shares — an estimated $18.6K sold.

Aries Wealth Management first reported a position in NVTA in Q4 2020 and held it in 3 quarters. The position peaked at $205K in Q4 2020. 272 funds tracked by Wall St. Rank hold NVTA as of Q1 2023.

  • Aries Wealth Management reported no remaining Invitae Corporation position as of Q1 2023 after selling out during the quarter.
  • Aries Wealth Management sold 10,000 Invitae Corporation shares in Q1 2023, an estimated $18.6K.
  • Aries Wealth Management first reported a position in Invitae Corporation in Q4 2020 and held it in 3 quarters.
  • Aries Wealth Management's Invitae Corporation position peaked at $205K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2023.

Based on Aries Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.