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Focused Wealth Management’s Natera NTRA Stock Holding History

Focused Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$3.13K – 691
2023
Q4 		$3.13K Hold
50
– – ﹤0.01% 722
2023
Q3 		$2.21K Hold
50
– – ﹤0.01% 753
2023
Q2 		$2.43K Hold
50
– – ﹤0.01% 783
2023
Q1 		$2.78K Hold
50
– – ﹤0.01% 761
2022
Q4 		$2.01K Hold
50
– – ﹤0.01% 775
2022
Q3 		$2K Hold
50
– – ﹤0.01% 766
2022
Q2 		$2K Hold
50
– – ﹤0.01% 745
2022
Q1 		$2K Buy
50
+10
+25% +$601 ﹤0.01% 800
2021
Q4 		$4K Buy
+40
New +$4.15K ﹤0.01% 730
2019
Q3 		– Sell
-3,000
Closed -$83K – 759
2019
Q2 		$83K Buy
+3,000
New +$66.2K 0.02% 265

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focused Wealth Management's NTRA Position: Q1 2024 in Review

Focused Wealth Management sold out of Natera (NTRA) in Q1 2024, closing a stake of 50 shares — an estimated $3.13K sold.

Focused Wealth Management first reported a position in NTRA in Q2 2019 and held it in 10 quarters. The position peaked at $83K in Q2 2019. 413 funds tracked by Wall St. Rank hold NTRA as of Q1 2024.

  • Focused Wealth Management reported no remaining Natera position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 50 Natera shares in Q1 2024, an estimated $3.13K.
  • Focused Wealth Management first reported a position in Natera in Q2 2019 and held it in 10 quarters.
  • Focused Wealth Management's Natera position peaked at $83K in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Natera as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.