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Evolution Wealth Advisors’s Natera NTRA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-261
Closed -$29K – 473
2021
Q3 		$29K Buy
261
+156
+149% +$17.9K 0.01% 275
2021
Q2 		$12K Sell
105
-30
-22% -$3.07K ﹤0.01% 382
2021
Q1 		$14K Buy
135
+58
+75% +$6.36K ﹤0.01% 360
2020
Q4 		$8K Sell
77
-52
-40% -$4.34K ﹤0.01% 378
2020
Q3 		$9K Buy
+129
New +$7.33K ﹤0.01% 370

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Evolution Wealth Advisors's NTRA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Natera (NTRA) in Q4 2021, closing a stake of 261 shares — an estimated $29K sold.

Evolution Wealth Advisors first reported a position in NTRA in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2021. 331 funds tracked by Wall St. Rank hold NTRA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Natera position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 261 Natera shares in Q4 2021, an estimated $29K.
  • Evolution Wealth Advisors first reported a position in Natera in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Natera position peaked at $29K in Q3 2021.
  • 331 funds tracked by Wall St. Rank held Natera as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.