BWM
NVTA

Baystate Wealth Management’s Invitae Corporation NVTA Stock Holding History

Baystate 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
2023
Q4 		$188 Buy
+300
New +$179 ﹤0.01% 1270

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's NVTA Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invitae Corporation (NVTA) in Q4 2023: 300 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

204 funds tracked by Wall St. Rank hold NVTA as of Q4 2023.

  • Baystate Wealth Management held 300 shares of Invitae Corporation worth $188 as of Q4 2023.
  • Invitae Corporation was a new Baystate Wealth Management position in Q4 2023.
  • Invitae Corporation made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1270 holding.
  • 204 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.