BDWM
NVTA

Brewin Dolphin Wealth Management’s Invitae Corporation NVTA Stock Holding History

Brewin Dolphin 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
2020
Q2 		– Sell
-960
Closed -$13.1K – 295
2020
Q1 		$13.1K Buy
+960
New +$17.5K 0.01% 163

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Brewin Dolphin Wealth Management's NVTA Position: Q2 2020 in Review

Brewin Dolphin Wealth Management sold out of Invitae Corporation (NVTA) in Q2 2020, closing a stake of 960 shares — an estimated $13.1K sold.

Brewin Dolphin Wealth Management first reported a position in NVTA in Q1 2020 and held it in 1 quarter. The position peaked at $13.1K in Q1 2020. 224 funds tracked by Wall St. Rank hold NVTA as of Q2 2020.

  • Brewin Dolphin Wealth Management reported no remaining Invitae Corporation position as of Q2 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 960 Invitae Corporation shares in Q2 2020, an estimated $13.1K.
  • Brewin Dolphin Wealth Management first reported a position in Invitae Corporation in Q1 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Invitae Corporation position peaked at $13.1K in Q1 2020.
  • 224 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2020, filed 9 Nov 2023.