Carmichael Hill & Associates’s Invitae Corporation NVTA Stock Holding History

Carmichael Hill & Associates’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	–	Hold	0	–	-$9.06K	–	826
2023 Q4	–	Hold	0	–	–	–	585
2023 Q3	–	Hold	0	–	–	–	576
2023 Q2	–	Hold	0	–	–	–	573
2023 Q1	–	Hold	0	–	–	–	568
2022 Q4	–	Hold	0	–	–	–	696
2022 Q3	–	Hold	0	–	–	–	532
2022 Q2	–	Sell	-1,400	Closed	-$6.19K	–	521
2022 Q1	$12K	Buy	1,400 +700	+100%	+$7.04K	0.01%	579
2021 Q4	$11K	Hold	700	–	–	﹤0.01%	610
2021 Q3	$20K	Hold	700	–	–	0.01%	518
2021 Q2	$24K	Buy	700 +200	+40%	+$6.5K	0.01%	494
2021 Q1	$19K	Hold	500	–	–	0.01%	507
2020 Q4	$21K	Hold	500	–	–	0.01%	466
2020 Q3	$22K	Hold	500	–	–	0.01%	418
2020 Q2	$15K	Hold	500	–	–	0.01%	453
2020 Q1	$7K	Buy	+500	New	+$9.13K	0.01%	509

Other funds holding NVTA

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

Goldman Sachs New York $871B 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 $244M 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 $2.19B AUM 21.28% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return