GI
NVTA

Gradient Investments’s Invitae Corporation NVTA Stock Holding History

Gradient Investments’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
-175
Closed -$110 – 1899
2023
Q4 		$110 Hold
175
– – ﹤0.01% 1735
2023
Q3 		$106 Hold
175
– – ﹤0.01% 1709
2023
Q2 		$198 Buy
+175
New +$221 ﹤0.01% 1640

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

Gradient Investments's NVTA Position: Q1 2024 in Review

Gradient Investments sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 175 shares — an estimated $110 sold.

Gradient Investments first reported a position in NVTA in Q2 2023 and held it in 3 quarters. The position peaked at $198 in Q2 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Gradient Investments reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 175 Invitae Corporation shares in Q1 2024, an estimated $110.
  • Gradient Investments first reported a position in Invitae Corporation in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Invitae Corporation position peaked at $198 in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.