APWM
NVTA

Atlas Private Wealth Management’s Invitae Corporation NVTA Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-20
Closed -$1K – 403
2021
Q1 		$1K Hold
20
– – ﹤0.01% 397
2020
Q4 		$1K Hold
20
– – ﹤0.01% 365
2020
Q3 		$1K Hold
20
– – ﹤0.01% 384
2020
Q2 		$1K Hold
20
– – ﹤0.01% 450
2020
Q1 		$0 Hold
20
– – ﹤0.01% 499
2019
Q4 		$0 Buy
+20
New +$354 ﹤0.01% 483

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
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Management's NVTA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invitae Corporation (NVTA) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in NVTA in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 366 funds tracked by Wall St. Rank hold NVTA as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Invitae Corporation position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 20 Invitae Corporation shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Invitae Corporation in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Invitae Corporation position peaked at $1K in Q1 2021.
  • 366 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.