FDCDDQ
NVTA

Federation des caisses Desjardins du Quebec’s Invitae Corporation NVTA Stock Holding History

Federation des caisses Desjardins du Quebec’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
Q2 		– Sell
-185
Closed -$2 – 2619
2024
Q1 		$2 Hold
185
– – ﹤0.01% 2405
2023
Q4 		$116 Hold
185
– – ﹤0.01% 2287
2023
Q3 		$112 Sell
185
-230
-55% -$239 ﹤0.01% 2306
2023
Q2 		$469 Hold
415
– – ﹤0.01% 2197
2023
Q1 		$560 Hold
415
– – ﹤0.01% 2203
2022
Q4 		$772 Hold
415
– – ﹤0.01% 2313
2022
Q3 		$1.02K Hold
415
– – ﹤0.01% 2344
2022
Q2 		$1.01K Hold
415
– – ﹤0.01% 2386
2022
Q1 		$3.31K Hold
415
– – ﹤0.01% 2288
2021
Q4 		$6.34K Hold
415
– – ﹤0.01% 2135
2021
Q3 		$11.8K Hold
415
– – ﹤0.01% 2005
2021
Q2 		$14K Sell
415
-300
-42% -$9.76K ﹤0.01% 1971
2021
Q1 		$27.3K Buy
715
+485
+211% +$22K ﹤0.01% 1730
2020
Q4 		$9.62K Hold
230
– – ﹤0.01% 1920
2020
Q3 		$9.97K Hold
230
– – ﹤0.01% 1685
2020
Q2 		$6.97K Hold
230
– – ﹤0.01% 1748
2020
Q1 		$3.14K Buy
+230
New +$4.2K ﹤0.01% 1920
2019
Q3 		– Sell
-75
Closed -$1.76K – 2344
2019
Q2 		$1.76K Buy
+75
New +$1.6K ﹤0.01% 2117

Other funds holding NVTA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's NVTA Position: Q2 2024 in Review

Federation des caisses Desjardins du Quebec sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 185 shares — an estimated $2 sold.

Federation des caisses Desjardins du Quebec first reported a position in NVTA in Q2 2019 and held it in 18 quarters. The position peaked at $27.3K in Q1 2021. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • Federation des caisses Desjardins du Quebec reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 185 Invitae Corporation shares in Q2 2024, an estimated $2.
  • Federation des caisses Desjardins du Quebec first reported a position in Invitae Corporation in Q2 2019 and held it in 18 quarters.
  • Federation des caisses Desjardins du Quebec's Invitae Corporation position peaked at $27.3K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2024, filed 14 Aug 2024.