Global Retirement Partners’s Invitae Corporation NVTA Stock Holding History

Global Retirement Partners’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	-7	Closed	-$4	–	3510
2023 Q4	$4	Hold	7	–	–	﹤0.01%	3346
2023 Q3	$5	Hold	7	–	–	﹤0.01%	3239
2023 Q2	$8	Hold	7	–	–	﹤0.01%	3182
2023 Q1	$10	Hold	7	–	–	﹤0.01%	3178
2022 Q4	$13	Hold	7	–	–	﹤0.01%	3015
2022 Q3	$0	Sell	7 -1,400	-100%	-$4.25K	﹤0.01%	3059
2022 Q2	$3K	Hold	1,407	–	–	﹤0.01%	2128
2022 Q1	$5K	Buy	+1,407	New	+$14.2K	﹤0.01%	1926
2021 Q4	–	Sell	-1,000	Closed	-$28K	–	1936
2021 Q3	$28K	Sell	1,000 -200	-17%	-$5.86K	﹤0.01%	1093
2021 Q2	$40K	Buy	1,200 +700	+140%	+$22.8K	﹤0.01%	954
2021 Q1	$19K	Buy	+500	New	+$22.7K	﹤0.01%	1133

Other funds holding NVTA

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return