FIM
NVTA

Freedom Investment Management’s Invitae Corporation NVTA Stock Holding History

Freedom Investment Management’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
-15,750
Closed -$9.87K – 847
2023
Q4 		$9.87K Sell
15,750
-2,417
-13% -$1.45K ﹤0.01% 742
2023
Q3 		$11K Buy
+18,167
New +$18.9K ﹤0.01% 671
2023
Q2 		– Sell
-23,737
Closed -$32K – 791
2023
Q1 		$32K Sell
23,737
-1,948
-8% -$3.84K ﹤0.01% 692
2022
Q4 		$47.8K Sell
25,685
-1,646
-6% -$4.02K 0.01% 693
2022
Q3 		$67.2K Buy
27,331
+16,836
+160% +$51.1K 0.01% 701
2022
Q2 		$25.6K Sell
10,495
-2,699
-20% -$11.9K ﹤0.01% 718
2022
Q1 		$105K Sell
13,194
-14,770
-53% -$149K 0.01% 743
2021
Q4 		$427K Sell
27,964
-21,179
-43% -$458K 0.03% 574
2021
Q3 		$1.4M Buy
49,143
+37,602
+326% +$1.1M 0.11% 253
2021
Q2 		$389K Buy
11,541
+846
+8% +$27.5K 0.03% 617
2021
Q1 		$409K Buy
+10,695
New +$486K 0.03% 588

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Freedom Investment Management's NVTA Position: Q1 2024 in Review

Freedom Investment Management sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 15,750 shares — an estimated $9.87K sold.

Freedom Investment Management first reported a position in NVTA in Q1 2021 and held it in 11 quarters. The position peaked at $1.4M in Q3 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Freedom Investment Management reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 15,750 Invitae Corporation shares in Q1 2024, an estimated $9.87K.
  • Freedom Investment Management first reported a position in Invitae Corporation in Q1 2021 and held it in 11 quarters.
  • Freedom Investment Management's Invitae Corporation position peaked at $1.4M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.