FEG
NVTA

Financial Enhancement Group’s Invitae Corporation NVTA Stock Holding History

Financial Enhancement Group’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
2020
Q4 		– Sell
-56,395
Closed -$2.44M – 328
2020
Q3 		$2.44M Buy
+56,395
New +$1.92M 0.57% 41

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 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 $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Financial Enhancement Group's NVTA Position: Q4 2020 in Review

Financial Enhancement Group sold out of Invitae Corporation (NVTA) in Q4 2020, closing a stake of 56,395 shares — an estimated $2.44M sold.

Financial Enhancement Group first reported a position in NVTA in Q3 2020 and held it in 1 quarter. The position peaked at $2.44M in Q3 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q4 2020.

  • Financial Enhancement Group reported no remaining Invitae Corporation position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 56,395 Invitae Corporation shares in Q4 2020, an estimated $2.44M.
  • Financial Enhancement Group first reported a position in Invitae Corporation in Q3 2020 and held it in 1 quarter.
  • Financial Enhancement Group's Invitae Corporation position peaked at $2.44M in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.