Gen-Wealth Partners’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-66
Closed -$1 729
2024
Q2
$1 Hold
66
﹤0.01% 647
2024
Q1
$1 Buy
+66
New +$30 ﹤0.01% 630

Gen-Wealth Partners's NVTA Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 66 shares — an estimated $1 sold.

Gen-Wealth Partners first reported a position in NVTA in Q1 2024 and held it in 2 quarters. The position peaked at $1 in Q2 2024. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 66 Invitae Corporation shares in Q3 2024, an estimated $1.
  • Gen-Wealth Partners first reported a position in Invitae Corporation in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Invitae Corporation position peaked at $1 in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.