GRP
NVTA

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
2023
Q2 		– Sell
-1,500
Closed -$180 – 3266
2023
Q1 		$180 Buy
+1,500
New +$2.96K ﹤0.01% 3095

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LC
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CW
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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

Global Retirement Partners's NVTA Position: Q1 2024 in Review

Global Retirement Partners sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 7 shares — an estimated $4 sold.

Global Retirement Partners first reported a position in NVTA in Q1 2021 and held it in 11 quarters. The position peaked at $40K in Q2 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Global Retirement Partners reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 7 Invitae Corporation shares in Q1 2024, an estimated $4.
  • Global Retirement Partners first reported a position in Invitae Corporation in Q1 2021 and held it in 11 quarters.
  • Global Retirement Partners's Invitae Corporation position peaked at $40K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.