Delos Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

Delos Wealth 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	-75	Closed	-$48	–	474
2023 Q4	$48	Hold	75	–	–	﹤0.01%	338
2023 Q3	$70	Hold	75	–	–	﹤0.01%	372
2023 Q2	$85	Hold	75	–	–	﹤0.01%	366
2023 Q1	$102	Hold	75	–	–	﹤0.01%	378
2022 Q4	$140	Hold	75	–	–	﹤0.01%	381
2022 Q3	$0	Buy	75 +50	+200%	+$152	﹤0.01%	398
2022 Q2	$0	Buy	25 +15	+150%	+$66	﹤0.01%	275
2022 Q1	$0	Hold	10	–	–	﹤0.01%	449
2021 Q4	$0	Hold	10	–	–	﹤0.01%	490
2021 Q3	$0	Hold	10	–	–	﹤0.01%	264
2021 Q2	$0	Buy	+10	New	+$325	﹤0.01%	195

Other funds holding NVTA

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M 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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return