BRWA
NVTA

B. Riley Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-9,464
Closed -$270K – 1514
2021
Q3 		$270K Sell
9,464
-1,320
-12% -$38.7K 0.01% 1097
2021
Q2 		$364K Sell
10,784
-691
-6% -$22.5K 0.01% 922
2021
Q1 		$439K Buy
+11,475
New +$522K 0.02% 799
2018
Q4 		– Sell
-12,400
Closed -$208K – 750
2018
Q3 		$208K Buy
+12,400
New +$141K 0.02% 637

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Advisors's NVTA Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Invitae Corporation (NVTA) in Q4 2021, closing a stake of 9,464 shares — an estimated $270K sold.

B. Riley Wealth Advisors first reported a position in NVTA in Q3 2018 and held it in 4 quarters. The position peaked at $439K in Q1 2021. 328 funds tracked by Wall St. Rank hold NVTA as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Invitae Corporation position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,464 Invitae Corporation shares in Q4 2021, an estimated $270K.
  • B. Riley Wealth Advisors first reported a position in Invitae Corporation in Q3 2018 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Invitae Corporation position peaked at $439K in Q1 2021.
  • 328 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.