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 Q1	–	Sell	-100	Closed	-$1K	–	2760
2020 Q4	$1K	Buy	+100	New	+$4.78K	﹤0.01%	2341

Other funds holding NVTA

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

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

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

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.