EWA
NVTA

Evolution Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

Evolution 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
-36,000
Closed – – 149
2024
Q2 		$0 Hold
36,000
– – ﹤0.01% 143
2024
Q1 		$396 Hold
36,000
– – ﹤0.01% 135
2023
Q4 		$22.5K Hold
36,000
– – ﹤0.01% 127
2023
Q3 		$21.8K Hold
36,000
– – ﹤0.01% 119
2023
Q2 		$40.7K Hold
36,000
– – 0.01% 112
2023
Q1 		$48.6K Buy
+36,000
New +$70.9K 0.01% 116
2022
Q4 		– Sell
-36,000
Closed -$89K – 128
2022
Q3 		$89K Hold
36,000
– – 0.02% 105
2022
Q2 		$88K Hold
36,000
– – 0.02% 110
2022
Q1 		$287K Hold
36,000
– – 0.06% 88
2021
Q4 		$550K Hold
36,000
– – 0.08% 77
2021
Q3 		$1.02M Hold
36,000
– – 0.22% 44
2021
Q2 		$1.21M Hold
36,000
– – 0.25% 52
2021
Q1 		$1.38M Hold
36,000
– – 0.31% 51
2020
Q4 		$1.5M Buy
+36,000
New +$1.72M 0.34% 50

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

Evolution Wealth Advisors sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 36,000 shares.

Evolution Wealth Advisors first reported a position in NVTA in Q4 2020 and held it in 14 quarters. The position peaked at $1.5M in Q4 2020. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Evolution Wealth Advisors reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Evolution Wealth Advisors sold 36,000 Invitae Corporation shares in Q3 2024.
  • Evolution Wealth Advisors first reported a position in Invitae Corporation in Q4 2020 and held it in 14 quarters.
  • Evolution Wealth Advisors's Invitae Corporation position peaked at $1.5M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Evolution Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.