Brighton Jones LLC’s Invitae Corporation NVTA Stock Holding History

Brighton Jones 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
2024 Q1	–	Sell	-16,831	Closed	-$10.6K	–	659
2023 Q4	$10.6K	Hold	16,831	–	–	﹤0.01%	578
2023 Q3	$10.2K	Sell	16,831 -39,449	-70%	-$41K	﹤0.01%	543
2023 Q2	$63.6K	Buy	56,280 +12,677	+29%	+$16K	﹤0.01%	534
2023 Q1	$58.9K	Sell	43,603 -1,073	-2%	-$2.11K	﹤0.01%	508
2022 Q4	$83.1K	Buy	44,676 +8,091	+22%	+$19.8K	0.01%	460
2022 Q3	$90K	Buy	36,585 +1,073	+3%	+$3.26K	0.01%	445
2022 Q2	$87K	Buy	35,512 +2,071	+6%	+$9.16K	0.01%	456
2022 Q1	$267K	Buy	33,441 +116	+0.3%	+$1.17K	0.01%	397
2021 Q4	$509K	Buy	33,325 +14,499	+77%	+$314K	0.02%	278
2021 Q3	$535K	Buy	18,826 +103	+0.6%	+$3.02K	0.03%	256
2021 Q2	$632K	Buy	18,723 +2,102	+13%	+$68.4K	0.03%	220
2021 Q1	$635K	Sell	16,621 -50	-0.3%	-$2.27K	0.04%	201
2020 Q4	$697K	Buy	+16,671	New	+$796K	0.04%	176

Other funds holding NVTA

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return