AWM
NVTA

Atticus Wealth Management’s Invitae Corporation NVTA Stock Holding History

Atticus 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
-300
Closed -$11K – 400
2021
Q1 		$11K Sell
300
-500
-63% -$22.7K 0.01% 296
2020
Q4 		$33K Hold
800
– – 0.02% 239
2020
Q3 		$35K Buy
+800
New +$27.3K 0.02% 202

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atticus Wealth Management's NVTA Position: Q2 2021 in Review

Atticus Wealth Management sold out of Invitae Corporation (NVTA) in Q2 2021, closing a stake of 300 shares — an estimated $11K sold.

Atticus Wealth Management first reported a position in NVTA in Q3 2020 and held it in 3 quarters. The position peaked at $35K in Q3 2020. 367 funds tracked by Wall St. Rank hold NVTA as of Q2 2021.

  • Atticus Wealth Management reported no remaining Invitae Corporation position as of Q2 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 300 Invitae Corporation shares in Q2 2021, an estimated $11K.
  • Atticus Wealth Management first reported a position in Invitae Corporation in Q3 2020 and held it in 3 quarters.
  • Atticus Wealth Management's Invitae Corporation position peaked at $35K in Q3 2020.
  • 367 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2021.

Based on Atticus Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.