GWMIA
NVTA

Global Wealth Management Investment Advisory’s Invitae Corporation NVTA Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-150
Closed -$5K – 657
2020
Q2 		$5K Sell
150
-150
-50% -$2.62K ﹤0.01% 436
2020
Q1 		$4K Hold
300
– – ﹤0.01% 453
2019
Q4 		$5K Hold
300
– – ﹤0.01% 443
2019
Q3 		$6K Sell
300
-50
-14% -$1.18K ﹤0.01% 393
2019
Q2 		$8K Hold
350
– – ﹤0.01% 399
2019
Q1 		$8K Buy
+350
New +$6.17K ﹤0.01% 412

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's NVTA Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Invitae Corporation (NVTA) in Q3 2020, closing a stake of 150 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in NVTA in Q1 2019 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 285 funds tracked by Wall St. Rank hold NVTA as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Invitae Corporation position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 150 Invitae Corporation shares in Q3 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Invitae Corporation in Q1 2019 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Invitae Corporation position peaked at $8K in Q2 2019.
  • 285 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.