Baird Financial Group
NVTA

Baird Financial Group’s Invitae Corporation NVTA Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-110,100
Closed -$69K – 1824
2023
Q4 		$69K Sell
110,100
-5,884
-5% -$3.52K ﹤0.01% 1687
2023
Q3 		$70.2K Buy
+115,984
New +$121K ﹤0.01% 1686
2021
Q4 		– Sell
-62,432
Closed -$1.77M – 1947
2021
Q3 		$1.77M Buy
+62,432
New +$1.83M ﹤0.01% 990
2020
Q1 		– Sell
-33,219
Closed -$536K – 1577
2019
Q4 		$536K Buy
33,219
+327
+1% +$5.78K ﹤0.01% 1157
2019
Q3 		$634K Buy
+32,892
New +$776K ﹤0.01% 1099

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Baird Financial Group's NVTA Position: Q1 2024 in Review

Baird Financial Group sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 110,100 shares — an estimated $69K sold.

Baird Financial Group first reported a position in NVTA in Q3 2019 and held it in 5 quarters. The position peaked at $1.77M in Q3 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Baird Financial Group reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 110,100 Invitae Corporation shares in Q1 2024, an estimated $69K.
  • Baird Financial Group first reported a position in Invitae Corporation in Q3 2019 and held it in 5 quarters.
  • Baird Financial Group's Invitae Corporation position peaked at $1.77M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.