GBWM
NVTA

Granite Bay Wealth Management’s Invitae Corporation NVTA Stock Holding History

Granite Bay Wealth Management’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
-12,600
Closed -$8K – 306
2023
Q4 		$8K Hold
12,600
– – ﹤0.01% 306
2023
Q3 		$13K Buy
+12,600
New +$13.1K ﹤0.01% 311

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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

Granite Bay Wealth Management's NVTA Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 12,600 shares — an estimated $8K sold.

Granite Bay Wealth Management first reported a position in NVTA in Q3 2023 and held it in 2 quarters. The position peaked at $13K in Q3 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 12,600 Invitae Corporation shares in Q1 2024, an estimated $8K.
  • Granite Bay Wealth Management first reported a position in Invitae Corporation in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Invitae Corporation position peaked at $13K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.