FAIM
NVTA

Financial Advocates Investment Management’s Invitae Corporation NVTA Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-3,748
Closed -$206K – 897
2022
Q3 		$206K Buy
+3,748
New +$11.4K 0.02% 679

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Financial Advocates Investment Management's NVTA Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Invitae Corporation (NVTA) in Q4 2022, closing a stake of 3,748 shares — an estimated $206K sold.

Financial Advocates Investment Management first reported a position in NVTA in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 277 funds tracked by Wall St. Rank hold NVTA as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Invitae Corporation position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,748 Invitae Corporation shares in Q4 2022, an estimated $206K.
  • Financial Advocates Investment Management first reported a position in Invitae Corporation in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invitae Corporation position peaked at $206K in Q3 2022.
  • 277 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.