Delap Wealth Advisory’s Natera NTRA Stock Holding History

Delap Wealth Advisory’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
2024 Q3	–	Sell	-4,190	Closed	-$454K	–	94
2024 Q2	$454K	Buy	+4,190	New	+$426K	0.21%	48

Other funds holding NTRA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Delap Wealth Advisory's NTRA Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Natera (NTRA) in Q3 2024, closing a stake of 4,190 shares — an estimated $454K sold.

Delap Wealth Advisory first reported a position in NTRA in Q2 2024 and held it in 1 quarter. The position peaked at $454K in Q2 2024. 494 funds tracked by Wall St. Rank hold NTRA as of Q3 2024.

Delap Wealth Advisory reported no remaining Natera position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,190 Natera shares in Q3 2024, an estimated $454K.
Delap Wealth Advisory first reported a position in Natera in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Natera position peaked at $454K in Q2 2024.
494 funds tracked by Wall St. Rank held Natera as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.