Concord Wealth Partners’s Natera NTRA Stock Holding History

Concord Wealth Partners’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
2022 Q3	–	Sell	-19	Closed	-$1K	–	790
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1164
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1226
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	1147
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	766
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	906
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	841
2020 Q4	$2K	Buy	+19	New	+$1.59K	﹤0.01%	551

Other funds holding NTRA

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concord Wealth Partners's NTRA Position: Q3 2022 in Review

Concord Wealth Partners sold out of Natera (NTRA) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in NTRA in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 287 funds tracked by Wall St. Rank hold NTRA as of Q3 2022.

Concord Wealth Partners reported no remaining Natera position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 19 Natera shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Natera in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's Natera position peaked at $2K in Q4 2021.
287 funds tracked by Wall St. Rank held Natera as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.