BIA
NVTA

Bell Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Bell Investment 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 		$11K Buy
748
+516
+222% +$11.2K ﹤0.01% 476
2021
Q3 		$7K Buy
+232
New +$6.8K ﹤0.01% 602

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

Bell Investment Advisors's NVTA Position: Q4 2021 in Review

Bell Investment Advisors increased its Invitae Corporation (NVTA) stake by 222% in Q4 2021, buying an estimated $11.2K and bringing the position to 748 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Bell Investment Advisors first reported a position in NVTA in Q3 2021 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold NVTA as of Q4 2021.

  • Bell Investment Advisors held 748 shares of Invitae Corporation worth $11K as of Q4 2021.
  • Bell Investment Advisors bought 516 Invitae Corporation shares in Q4 2021, an estimated $11.2K.
  • Invitae Corporation made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #476 holding.
  • Bell Investment Advisors first reported a position in Invitae Corporation in Q3 2021 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.