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Capital Wealth Planning’s Natera NTRA Stock Holding History

Capital Wealth Planning’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,489
Closed -$443K – 153
2024
Q3 		$443K Buy
3,489
+1,182
+51% +$136K ﹤0.01% 108
2024
Q2 		$250K Buy
+2,307
New +$234K ﹤0.01% 124

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Capital Wealth Planning's NTRA Position: Q4 2024 in Review

Capital Wealth Planning sold out of Natera (NTRA) in Q4 2024, closing a stake of 3,489 shares — an estimated $443K sold.

Capital Wealth Planning first reported a position in NTRA in Q2 2024 and held it in 2 quarters. The position peaked at $443K in Q3 2024. 596 funds tracked by Wall St. Rank hold NTRA as of Q4 2024.

  • Capital Wealth Planning reported no remaining Natera position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 3,489 Natera shares in Q4 2024, an estimated $443K.
  • Capital Wealth Planning first reported a position in Natera in Q2 2024 and held it in 2 quarters.
  • Capital Wealth Planning's Natera position peaked at $443K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Natera as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.