BCA
NVTA

Berman Capital Advisors’s Invitae Corporation NVTA Stock Holding History

Berman Capital 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
Q3 		$6K Buy
243
+93
+62% +$2.73K ﹤0.01% 1401
2021
Q2 		$5K Hold
150
– – ﹤0.01% 1372
2021
Q1 		$5K Sell
150
-44
-23% -$2K ﹤0.01% 1300
2020
Q4 		$8K Buy
194
+44
+29% +$2.1K ﹤0.01% 1023
2020
Q3 		$6K Hold
150
– – ﹤0.01% 1001
2020
Q2 		$4K Buy
+150
New +$2.62K ﹤0.01% 1095

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 $175B AUM 40.63% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's NVTA Position: Q3 2021 in Review

Berman Capital Advisors increased its Invitae Corporation (NVTA) stake by 62% in Q3 2021, buying an estimated $2.73K and bringing the position to 243 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Berman Capital Advisors first reported a position in NVTA in Q2 2020 and has held it in 6 quarters since. The position peaked at $8K in Q4 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q3 2021.

  • Berman Capital Advisors held 243 shares of Invitae Corporation worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 93 Invitae Corporation shares in Q3 2021, an estimated $2.73K.
  • Invitae Corporation made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1401 holding.
  • Berman Capital Advisors first reported a position in Invitae Corporation in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Invitae Corporation position peaked at $8K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.