GWSG
NVTA

GPS Wealth Strategies Group’s Invitae Corporation NVTA Stock Holding History

GPS Wealth Strategies Group’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
-344
Closed -$216 – 1319
2023
Q4 		$216 Sell
344
-5,075
-94% -$3.04K ﹤0.01% 1212
2023
Q3 		$3.28K Hold
5,419
– – ﹤0.01% 1051
2023
Q2 		$6.12K Buy
5,419
+344
+7% +$434 ﹤0.01% 945
2023
Q1 		$6.85K Buy
+5,075
New +$10K ﹤0.01% 909
2022
Q4 		– Sell
-225
Closed -$1K – 1149
2022
Q3 		$1K Hold
225
– – ﹤0.01% 1119
2022
Q2 		$1K Hold
225
– – ﹤0.01% 1095
2022
Q1 		$2K Hold
225
– – ﹤0.01% 983
2021
Q4 		$3K Hold
225
– – ﹤0.01% 965
2021
Q3 		$6K Hold
225
– – ﹤0.01% 821
2021
Q2 		$8K Hold
225
– – ﹤0.01% 792
2021
Q1 		$8K Buy
+225
New +$10.2K ﹤0.01% 719

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 $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GPS Wealth Strategies Group's NVTA Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 344 shares — an estimated $216 sold.

GPS Wealth Strategies Group first reported a position in NVTA in Q1 2021 and held it in 11 quarters. The position peaked at $8K in Q2 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 344 Invitae Corporation shares in Q1 2024, an estimated $216.
  • GPS Wealth Strategies Group first reported a position in Invitae Corporation in Q1 2021 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Invitae Corporation position peaked at $8K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.