BWA
NVTA

BDO Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

BDO 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
2019
Q2 		– Sell
-50
Closed -$1K – 715
2019
Q1 		$1K Sell
50
-100
-67% -$1.76K ﹤0.01% 602
2018
Q4 		$2K Hold
150
– – ﹤0.01% 510
2018
Q3 		$3K Sell
150
-250
-63% -$2.85K ﹤0.01% 541
2018
Q2 		$3K Hold
400
– – ﹤0.01% 562
2018
Q1 		$2K Buy
400
+50
+14% +$357 ﹤0.01% 530
2017
Q4 		$3K Buy
+350
New +$3.14K ﹤0.01% 411

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BDO Wealth Advisors's NVTA Position: Q2 2019 in Review

BDO Wealth Advisors sold out of Invitae Corporation (NVTA) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in NVTA in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 162 funds tracked by Wall St. Rank hold NVTA as of Q2 2019.

  • BDO Wealth Advisors reported no remaining Invitae Corporation position as of Q2 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Invitae Corporation shares in Q2 2019, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Invitae Corporation in Q4 2017 and held it in 6 quarters.
  • BDO Wealth Advisors's Invitae Corporation position peaked at $3K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.