Avior Wealth Management’s Invitae Corporation NVTA Stock Holding History

Avior 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
2024 Q3	–	Sell	-70,040	Closed	-$630	–	2440
2024 Q2	$630	Hold	70,040	–	–	﹤0.01%	2090
2024 Q1	$770	Hold	70,040	–	–	﹤0.01%	2460
2023 Q4	$43.9K	Buy	70,040 +40	+0.1%	+$24	﹤0.01%	751
2023 Q3	$42.4K	Hold	70,000	–	–	﹤0.01%	789
2023 Q2	$79.1K	Hold	70,000	–	–	0.01%	672
2023 Q1	$94.5K	Hold	70,000	–	–	0.01%	649
2022 Q4	$130K	Hold	70,000	–	–	0.01%	511
2022 Q3	$172K	Buy	+70,000	New	+$212K	0.01%	468

Avior Wealth Management's NVTA Position: Q3 2024 in Review

Avior Wealth Management sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 70,040 shares — an estimated $630 sold.

Avior Wealth Management first reported a position in NVTA in Q3 2022 and held it in 8 quarters. The position peaked at $172K in Q3 2022. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

Avior Wealth Management reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 70,040 Invitae Corporation shares in Q3 2024, an estimated $630.
Avior Wealth Management first reported a position in Invitae Corporation in Q3 2022 and held it in 8 quarters.
Avior Wealth Management's Invitae Corporation position peaked at $172K in Q3 2022.
1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.