First Manhattan’s Invitae Corporation NVTA Stock Holding History

First Manhattan’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 Q1	–	Sell	-1,000	Closed	-$626	–	1516
2023 Q4	$626	Hold	1,000	–	–	﹤0.01%	1352
2023 Q3	$605	Hold	1,000	–	–	﹤0.01%	1366
2023 Q2	$1.13K	Hold	1,000	–	–	﹤0.01%	1334
2023 Q1	$1.35K	Hold	1,000	–	–	﹤0.01%	1407
2022 Q4	$1.86K	Sell	1,000 -100	-9%	-$244	﹤0.01%	1536
2022 Q3	$2K	Hold	1,100	–	–	﹤0.01%	1443
2022 Q2	$2K	Hold	1,100	–	–	﹤0.01%	1454
2022 Q1	$8K	Sell	1,100 -705	-39%	-$7.09K	﹤0.01%	1324
2021 Q4	$27K	Hold	1,805	–	–	﹤0.01%	1118
2021 Q3	$51K	Buy	1,805 +105	+6%	+$3.08K	﹤0.01%	991
2021 Q2	$57K	Hold	1,700	–	–	﹤0.01%	958
2021 Q1	$64K	Buy	+1,700	New	+$77.3K	﹤0.01%	907

Other funds holding NVTA

SOW

State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

First Manhattan's NVTA Position: Q1 2024 in Review

First Manhattan sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 1,000 shares — an estimated $626 sold.

First Manhattan first reported a position in NVTA in Q1 2021 and held it in 12 quarters. The position peaked at $64K in Q1 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

First Manhattan reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 1,000 Invitae Corporation shares in Q1 2024, an estimated $626.
First Manhattan first reported a position in Invitae Corporation in Q1 2021 and held it in 12 quarters.
First Manhattan's Invitae Corporation position peaked at $64K in Q1 2021.
37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.