DP
NVTA

Divergent Planning’s Invitae Corporation NVTA Stock Holding History

Divergent 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
2024
Q1 		– Sell
-115,386
Closed -$70.7K – 31
2023
Q4 		$70.7K Hold
115,386
– – 0.03% 26
2023
Q3 		$76K Hold
115,386
– – 0.04% 24
2023
Q2 		$130K Hold
115,386
– – 0.07% 25
2023
Q1 		$156K Buy
+115,386
New +$227K 0.09% 21

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 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 $9.31B AUM 73.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Divergent Planning's NVTA Position: Q1 2024 in Review

Divergent Planning sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 115,386 shares — an estimated $70.7K sold.

Divergent Planning first reported a position in NVTA in Q1 2023 and held it in 4 quarters. The position peaked at $156K in Q1 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Divergent Planning reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Divergent Planning sold 115,386 Invitae Corporation shares in Q1 2024, an estimated $70.7K.
  • Divergent Planning first reported a position in Invitae Corporation in Q1 2023 and held it in 4 quarters.
  • Divergent Planning's Invitae Corporation position peaked at $156K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Divergent Planning's 13F filing for Q1 2024, filed 12 Apr 2024.