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Cassady Schiller Wealth Management’s Natera NTRA Stock Holding History

Cassady Schiller Wealth Management’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 		$1.27K Buy
+8
New +$1.17K ﹤0.01% 721
2022
Q1 		– Sell
-3
Closed – – 431
2021
Q4 		$0 Buy
+3
New +$311 ﹤0.01% 618

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Cassady Schiller Wealth Management's NTRA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Natera (NTRA) in Q4 2024: 8 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in NTRA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in NTRA in Q4 2021 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold NTRA as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Natera worth $1.27K as of Q4 2024.
  • Natera was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Natera made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #721 holding.
  • Cassady Schiller Wealth Management first reported a position in Natera in Q4 2021 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Natera as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.