CS
NVTA

Credit Suisse’s Invitae Corporation NVTA Stock Holding History

Credit Suisse’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
Q3 		– Sell
-146,100
Closed -$4.98M – 4589
2021
Q2 		$4.98M Buy
146,100
+15,000
+11% +$488K ﹤0.01% 2082
2021
Q1 		$5.01M Buy
131,100
+59,600
+83% +$2.71M ﹤0.01% 2065
2020
Q4 		$2.99M Buy
+71,500
New +$3.42M ﹤0.01% 2531

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

Credit Suisse's NVTA Position: Q1 2024 in Review

Credit Suisse sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 942,426 shares — an estimated $591K sold.

Credit Suisse first reported a position in NVTA in Q1 2015 and held it in 32 quarters. The position peaked at $28.7M in Q2 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Credit Suisse reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Credit Suisse sold 942,426 Invitae Corporation shares in Q1 2024, an estimated $591K.
  • Credit Suisse first reported a position in Invitae Corporation in Q1 2015 and held it in 32 quarters.
  • Credit Suisse's Invitae Corporation position peaked at $28.7M in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.