CIA
NVTA

Concurrent Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-10,893
Closed -$6.83K – 1017
2023
Q4 		$6.83K Buy
+10,893
New +$6.51K ﹤0.01% 842

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

Concurrent Investment Advisors's NVTA Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 10,893 shares — an estimated $6.83K sold.

Concurrent Investment Advisors first reported a position in NVTA in Q4 2023 and held it in 1 quarter. The position peaked at $6.83K in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,893 Invitae Corporation shares in Q1 2024, an estimated $6.83K.
  • Concurrent Investment Advisors first reported a position in Invitae Corporation in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Invitae Corporation position peaked at $6.83K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.