FIA
NTRA icon

Foundations Investment Advisors’s Natera NTRA Stock Holding History

Foundations Investment Advisors’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
2023
Q2 		– Sell
-3,912
Closed -$217K – 604
2023
Q1 		$217K Buy
+3,912
New +$188K 0.01% 459
2022
Q4 		– Sell
-4,634
Closed -$203K – 457
2022
Q3 		$203K Buy
+4,634
New +$221K 0.01% 374
2022
Q1 		– Sell
-4,634
Closed -$341K – 362
2021
Q4 		$341K Sell
4,634
-262
-5% -$27.2K 0.01% 255
2021
Q3 		$544K Buy
4,896
+1,654
+51% +$190K 0.02% 169
2021
Q2 		$392K Buy
+3,242
New +$332K 0.02% 199

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Foundations Investment Advisors's NTRA Position: Q2 2023 in Review

Foundations Investment Advisors sold out of Natera (NTRA) in Q2 2023, closing a stake of 3,912 shares — an estimated $217K sold.

Foundations Investment Advisors first reported a position in NTRA in Q2 2021 and held it in 5 quarters. The position peaked at $544K in Q3 2021. 317 funds tracked by Wall St. Rank hold NTRA as of Q2 2023.

  • Foundations Investment Advisors reported no remaining Natera position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,912 Natera shares in Q2 2023, an estimated $217K.
  • Foundations Investment Advisors first reported a position in Natera in Q2 2021 and held it in 5 quarters.
  • Foundations Investment Advisors's Natera position peaked at $544K in Q3 2021.
  • 317 funds tracked by Wall St. Rank held Natera as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.