FWM
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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 – 697
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 – 766
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 $1.47T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return