CIBC Private Wealth Group
NVTA

CIBC Private Wealth Group’s Invitae Corporation NVTA Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-54
Closed – – 1803
2018
Q2 		$0 Hold
54
– – ﹤0.01% 2128
2018
Q1 		$0 Hold
54
– – ﹤0.01% 2099
2017
Q4 		$0 Buy
+54
New +$484 ﹤0.01% 1998

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

CIBC Private Wealth Group's NVTA Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Invitae Corporation (NVTA) in Q3 2018, closing a stake of 54 shares.

CIBC Private Wealth Group first reported a position in NVTA in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q2 2018. 140 funds tracked by Wall St. Rank hold NVTA as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invitae Corporation position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 54 Invitae Corporation shares in Q3 2018.
  • CIBC Private Wealth Group first reported a position in Invitae Corporation in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invitae Corporation position peaked at $0 in Q2 2018.
  • 140 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.