Cambridge Investment Research Advisors
NVTA

Cambridge Investment Research Advisors’s Invitae Corporation NVTA Stock Holding History

Cambridge Investment Research 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
2024
Q1 		– Sell
-59,489
Closed -$37K – 3425
2023
Q4 		$37K Sell
59,489
-41,171
-41% -$24.6K ﹤0.01% 3116
2023
Q3 		$61K Sell
100,660
-48
-0% -$50 ﹤0.01% 3022
2023
Q2 		$114K Buy
100,708
+32,289
+47% +$40.7K ﹤0.01% 2982
2023
Q1 		$92K Buy
68,419
+165
+0.2% +$325 ﹤0.01% 2974
2022
Q4 		$127K Sell
68,254
-258
-0.4% -$630 ﹤0.01% 2869
2022
Q3 		$169K Buy
68,512
+3,382
+5% +$10.3K ﹤0.01% 2747
2022
Q2 		$159K Buy
65,130
+8,268
+15% +$36.6K ﹤0.01% 2780
2022
Q1 		$453K Buy
56,862
+17,805
+46% +$179K ﹤0.01% 2191
2021
Q4 		$596K Sell
39,057
-1,358
-3% -$29.4K ﹤0.01% 1961
2021
Q3 		$1.15M Buy
40,415
+4,017
+11% +$118K 0.01% 1426
2021
Q2 		$1.23M Buy
36,398
+1,564
+4% +$50.9K 0.01% 1384
2021
Q1 		$1.33M Buy
34,834
+20,228
+138% +$919K 0.01% 1243
2020
Q4 		$611K Sell
14,606
-2,101
-13% -$100K ﹤0.01% 1638
2020
Q3 		$724K Buy
16,707
+3,317
+25% +$113K ﹤0.01% 1374
2020
Q2 		$406K Sell
13,390
-10
-0.1% -$174 ﹤0.01% 1680
2020
Q1 		$183K Buy
+13,400
New +$245K ﹤0.01% 1976

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cambridge Investment Research Advisors's NVTA Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 59,489 shares — an estimated $37K sold.

Cambridge Investment Research Advisors first reported a position in NVTA in Q1 2020 and held it in 16 quarters. The position peaked at $1.33M in Q1 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 59,489 Invitae Corporation shares in Q1 2024, an estimated $37K.
  • Cambridge Investment Research Advisors first reported a position in Invitae Corporation in Q1 2020 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's Invitae Corporation position peaked at $1.33M in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.