Atwood & Palmer’s Invitae Corporation NVTA Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-9	Closed	-$6	–	440
2023 Q3	$6	Buy	+9	New	+$9	﹤0.01%	425

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atwood & Palmer's NVTA Position: Q4 2023 in Review

Atwood & Palmer sold out of Invitae Corporation (NVTA) in Q4 2023, closing a stake of 9 shares — an estimated $6 sold.

Atwood & Palmer first reported a position in NVTA in Q3 2023 and held it in 1 quarter. The position peaked at $6 in Q3 2023. 204 funds tracked by Wall St. Rank hold NVTA as of Q4 2023.

Atwood & Palmer reported no remaining Invitae Corporation position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 9 Invitae Corporation shares in Q4 2023, an estimated $6.
Atwood & Palmer first reported a position in Invitae Corporation in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's Invitae Corporation position peaked at $6 in Q3 2023.
204 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.