Bogart Wealth LLC’s Invitae Corporation NVTA Stock Holding History

Bogart Wealth LLC’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
2022 Q1	–	Sell	-20	Closed	–	–	877
2021 Q4	$0	Buy	+20	New	+$433	﹤0.01%	842

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bogart Wealth LLC's NVTA Position: Q1 2022 in Review

Bogart Wealth LLC sold out of Invitae Corporation (NVTA) in Q1 2022, closing a stake of 20 shares.

Bogart Wealth LLC first reported a position in NVTA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 316 funds tracked by Wall St. Rank hold NVTA as of Q1 2022.

Bogart Wealth LLC reported no remaining Invitae Corporation position as of Q1 2022 after selling out during the quarter.
Bogart Wealth LLC sold 20 Invitae Corporation shares in Q1 2022.
Bogart Wealth LLC first reported a position in Invitae Corporation in Q4 2021 and held it in 1 quarter.
Bogart Wealth LLC's Invitae Corporation position peaked at $0 in Q4 2021.
316 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.