Farther Finance Advisors’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-780
Closed 4169
2024
Q2
$0 Hold
780
﹤0.01% 3968
2024
Q1
$8 Buy
+780
New +$355 ﹤0.01% 3571
2023
Q4
Sell
-50
Closed -$30 3627
2023
Q3
$30 Hold
50
﹤0.01% 2586
2023
Q2
$57 Buy
+50
New +$63 ﹤0.01% 2459

Farther Finance Advisors's NVTA Position: Q3 2024 in Review

Farther Finance Advisors sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 780 shares.

Farther Finance Advisors first reported a position in NVTA in Q2 2023 and held it in 4 quarters. The position peaked at $57 in Q2 2023. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Farther Finance Advisors reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 780 Invitae Corporation shares in Q3 2024.
  • Farther Finance Advisors first reported a position in Invitae Corporation in Q2 2023 and held it in 4 quarters.
  • Farther Finance Advisors's Invitae Corporation position peaked at $57 in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.