Certified Advisory Corp’s Invitae Corporation NVTA Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,300	Closed	-$50K	–	774
2021 Q1	$50K	Buy	+1,300	New	+$59.1K	0.01%	353
2020 Q2	$39K	Hold	1,300	–	–	0.01%	339
2020 Q1	$18K	Hold	1,300	–	–	0.01%	441
2019 Q4	$21K	Hold	1,300	–	–	0.01%	477
2019 Q3	$25K	Hold	1,300	–	–	0.01%	445
2019 Q2	$31K	Hold	1,300	–	–	0.01%	393
2019 Q1	$30K	Buy	+1,300	New	+$22.9K	0.01%	370

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Certified Advisory Corp's NVTA Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invitae Corporation (NVTA) in Q2 2021, closing a stake of 1,300 shares — an estimated $50K sold.

Certified Advisory Corp first reported a position in NVTA in Q1 2019 and held it in 7 quarters. The position peaked at $50K in Q1 2021. 367 funds tracked by Wall St. Rank hold NVTA as of Q2 2021.

Certified Advisory Corp reported no remaining Invitae Corporation position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,300 Invitae Corporation shares in Q2 2021, an estimated $50K.
Certified Advisory Corp first reported a position in Invitae Corporation in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Invitae Corporation position peaked at $50K in Q1 2021.
367 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.