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Avitas Wealth Management’s Natera NTRA Stock Holding History

Avitas Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,557
Closed -$1.08M – 210
2021
Q4 		$1.08M Sell
11,557
-21,045
-65% -$2.18M 0.18% 121
2021
Q3 		$3.63M Sell
32,602
-69
-0.2% -$7.91K 0.66% 57
2021
Q2 		$3.71M Buy
32,671
+14,178
+77% +$1.45M 0.66% 55
2021
Q1 		$1.88M Sell
18,493
-6,634
-26% -$727K 0.37% 103
2020
Q4 		$2.5M Buy
+25,127
New +$2.1M 0.51% 80

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Avitas Wealth Management's NTRA Position: Q1 2022 in Review

Avitas Wealth Management sold out of Natera (NTRA) in Q1 2022, closing a stake of 11,557 shares — an estimated $1.08M sold.

Avitas Wealth Management first reported a position in NTRA in Q4 2020 and held it in 5 quarters. The position peaked at $3.71M in Q2 2021. 286 funds tracked by Wall St. Rank hold NTRA as of Q1 2022.

  • Avitas Wealth Management reported no remaining Natera position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 11,557 Natera shares in Q1 2022, an estimated $1.08M.
  • Avitas Wealth Management first reported a position in Natera in Q4 2020 and held it in 5 quarters.
  • Avitas Wealth Management's Natera position peaked at $3.71M in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Natera as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.