Creative Planning
NVTA

Creative Planning’s Invitae Corporation NVTA Stock Holding History

Creative Planning’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
2021
Q4 		– Sell
-900
Closed -$4K – 2240
2021
Q3 		$4K Buy
+900
New +$26.4K ﹤0.01% 2093
2021
Q2 		– Sell
-2,100
Closed -$16K – 2667
2021
Q1 		$16K Hold
2,100
– – ﹤0.01% 2455
2020
Q4 		$25K Buy
2,100
+1,100
+110% +$52.6K ﹤0.01% 2171
2020
Q3 		$20K Hold
1,000
– – ﹤0.01% 1983
2020
Q2 		$11K Buy
+1,000
New +$17.4K ﹤0.01% 1876

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 $2.19B AUM 21.28% 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

Creative Planning's NVTA Position: Q1 2024 in Review

Creative Planning sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 18,163 shares — an estimated $11.4K sold.

Creative Planning first reported a position in NVTA in Q4 2016 and held it in 26 quarters. The position peaked at $2.93M in Q1 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Creative Planning reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 18,163 Invitae Corporation shares in Q1 2024, an estimated $11.4K.
  • Creative Planning first reported a position in Invitae Corporation in Q4 2016 and held it in 26 quarters.
  • Creative Planning's Invitae Corporation position peaked at $2.93M in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.