CCWA
NVTA

CLA (CliftonLarsonAllen) Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2022
Q2 		– Sell
-40,000
Closed -$319K – 200
2022
Q1 		$319K Sell
40,000
-104,000
-72% -$1.05M 0.01% 184
2021
Q4 		$2.2M Buy
+144,000
New +$3.11M 0.08% 96

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NVTA Position: Q2 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Invitae Corporation (NVTA) in Q2 2022, closing a stake of 40,000 shares — an estimated $319K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NVTA in Q4 2021 and held it in 2 quarters. The position peaked at $2.2M in Q4 2021. 286 funds tracked by Wall St. Rank hold NVTA as of Q2 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Invitae Corporation position as of Q2 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 40,000 Invitae Corporation shares in Q2 2022, an estimated $319K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invitae Corporation in Q4 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Invitae Corporation position peaked at $2.2M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.