EverSource Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

EverSource 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 Q3	–	Sell	-1,357	Closed	-$1	–	3159
2024 Q2	$1	Buy	1,357 +43	+3%	–	﹤0.01%	3060
2024 Q1	$1	Buy	1,314 +1,214	+1,214%	+$553	﹤0.01%	2894
2023 Q4	$63	Sell	100 -825	-89%	-$493	﹤0.01%	2607
2023 Q3	$560	Hold	925	–	–	﹤0.01%	2349
2023 Q2	$1.04K	Hold	925	–	–	﹤0.01%	2203
2023 Q1	$1.25K	Sell	925 -860	-48%	-$1.69K	﹤0.01%	2061
2022 Q4	$3.32K	Buy	+1,785	New	+$4.36K	﹤0.01%	1743
2022 Q3	–	Sell	-432	Closed	-$1K	–	2176
2022 Q2	$1K	Buy	432 +311	+257%	+$1.38K	﹤0.01%	1689
2022 Q1	$1K	Hold	121	–	–	﹤0.01%	1676
2021 Q4	$2K	Buy	+121	New	+$2.62K	﹤0.01%	1656

EverSource Wealth Advisors's NVTA Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 1,357 shares — an estimated $1 sold.

EverSource Wealth Advisors first reported a position in NVTA in Q4 2021 and held it in 10 quarters. The position peaked at $3.32K in Q4 2022. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

EverSource Wealth Advisors reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 1,357 Invitae Corporation shares in Q3 2024, an estimated $1.
EverSource Wealth Advisors first reported a position in Invitae Corporation in Q4 2021 and held it in 10 quarters.
EverSource Wealth Advisors's Invitae Corporation position peaked at $3.32K in Q4 2022.
1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.