CWC
NVTA

Carolinas Wealth Consulting’s Invitae Corporation NVTA Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-20
Closed -$1K – 1052
2020
Q3 		$1K Buy
+20
New +$682 ﹤0.01% 907

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Carolinas Wealth Consulting's NVTA Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Invitae Corporation (NVTA) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in NVTA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Invitae Corporation position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20 Invitae Corporation shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Invitae Corporation in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invitae Corporation position peaked at $1K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.