Cetera Investment Advisers
NVTA

Cetera Investment Advisers’s Invitae Corporation NVTA Stock Holding History

Cetera Investment Advisers’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 		– Sell
-15,901
Closed -$9.97K – 3741
2023
Q4 		$9.97K Buy
15,901
+3,530
+29% +$2.11K ﹤0.01% 2207
2023
Q3 		$7.49K Buy
12,371
+1,323
+12% +$1.38K ﹤0.01% 2174
2023
Q2 		$12.5K Sell
11,048
-5,090
-32% -$6.42K ﹤0.01% 2160
2023
Q1 		$21.8K Buy
16,138
+3,514
+28% +$6.92K ﹤0.01% 2121
2022
Q4 		$23.5K Buy
+12,624
New +$30.8K ﹤0.01% 2059
2022
Q2 		– Sell
-10,283
Closed -$82K – 1974
2022
Q1 		$82K Buy
+10,283
New +$103K ﹤0.01% 1814
2021
Q4 		– Sell
-10,584
Closed -$301K – 1943
2021
Q3 		$301K Buy
10,584
+2,307
+28% +$67.6K ﹤0.01% 1441
2021
Q2 		$279K Buy
+8,277
New +$269K ﹤0.01% 1465
2021
Q1 		– Sell
-6,093
Closed -$255K – 1728
2020
Q4 		$255K Buy
+6,093
New +$291K 0.01% 1333

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cetera Investment Advisers's NVTA Position: Q1 2024 in Review

Cetera Investment Advisers sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 15,901 shares — an estimated $9.97K sold.

Cetera Investment Advisers first reported a position in NVTA in Q4 2020 and held it in 9 quarters. The position peaked at $301K in Q3 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Cetera Investment Advisers reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 15,901 Invitae Corporation shares in Q1 2024, an estimated $9.97K.
  • Cetera Investment Advisers first reported a position in Invitae Corporation in Q4 2020 and held it in 9 quarters.
  • Cetera Investment Advisers's Invitae Corporation position peaked at $301K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.