FWIA
NVTA

Fort Washington Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Fort Washington Investment Advisors’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
Q2 		– Sell
-26,554
Closed -$292 – 414
2024
Q1 		$292 Hold
26,554
– – ﹤0.01% 397
2023
Q4 		$16.7K Hold
26,554
– – ﹤0.01% 389
2023
Q3 		$16.2K Hold
26,554
– – ﹤0.01% 376
2023
Q2 		$30K Hold
26,554
– – ﹤0.01% 378
2023
Q1 		$35.8K Hold
26,554
– – ﹤0.01% 381
2022
Q4 		$49K Hold
26,554
– – ﹤0.01% 385
2022
Q3 		$65K Hold
26,554
– – ﹤0.01% 402
2022
Q2 		$65K Hold
26,554
– – ﹤0.01% 410
2022
Q1 		$212K Hold
26,554
– – ﹤0.01% 498
2021
Q4 		$405K Buy
+26,554
New +$574K ﹤0.01% 431

Other funds holding NVTA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Fort Washington Investment Advisors's NVTA Position: Q2 2024 in Review

Fort Washington Investment Advisors sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 26,554 shares — an estimated $292 sold.

Fort Washington Investment Advisors first reported a position in NVTA in Q4 2021 and held it in 10 quarters. The position peaked at $405K in Q4 2021. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • Fort Washington Investment Advisors reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 26,554 Invitae Corporation shares in Q2 2024, an estimated $292.
  • Fort Washington Investment Advisors first reported a position in Invitae Corporation in Q4 2021 and held it in 10 quarters.
  • Fort Washington Investment Advisors's Invitae Corporation position peaked at $405K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.