HFS
NVTA

Hantz Financial Services’s Invitae Corporation NVTA Stock Holding History

Hantz Financial Services’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
-2,689
Closed -$2K – 1322
2023
Q4 		$2K Hold
2,689
– – ﹤0.01% 1051
2023
Q3 		$2K Hold
2,689
– – ﹤0.01% 1046
2023
Q2 		$3K Buy
2,689
+2,122
+374% +$2.68K ﹤0.01% 966
2023
Q1 		$1K Hold
567
– – ﹤0.01% 1089
2022
Q4 		$1K Hold
567
– – ﹤0.01% 1058
2022
Q3 		$1K Hold
567
– – ﹤0.01% 1047
2022
Q2 		$1K Buy
567
+200
+54% +$884 ﹤0.01% 1022
2022
Q1 		$3K Buy
+367
New +$3.69K ﹤0.01% 941

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

Hantz Financial Services's NVTA Position: Q1 2024 in Review

Hantz Financial Services sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 2,689 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in NVTA in Q1 2022 and held it in 8 quarters. The position peaked at $3K in Q2 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Hantz Financial Services reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Hantz Financial Services sold 2,689 Invitae Corporation shares in Q1 2024, an estimated $2K.
  • Hantz Financial Services first reported a position in Invitae Corporation in Q1 2022 and held it in 8 quarters.
  • Hantz Financial Services's Invitae Corporation position peaked at $3K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Hantz Financial Services's 13F filing for Q1 2024, filed 7 May 2024.