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HWA
Heritage Wealth Advisors’s
Natera
NTRA
Stock Holding History
Heritage Wealth Advisors’s Portfolio
NTRA Stock Details
NTRA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-15
Closed
-$1K
–
552
2021
Q4
$1K
Hold
15
–
–
﹤0.01%
527
2021
Q3
$1.67K
Sell
15
-300
-95%
-$34.4K
﹤0.01%
504
2021
Q2
$35.8K
Hold
315
–
–
﹤0.01%
353
2021
Q1
$32K
Sell
315
-540
-63%
-$59.2K
﹤0.01%
374
2020
Q4
$85K
Buy
855
+135
+19%
+$11.3K
0.01%
272
2020
Q3
$52K
Hold
720
–
–
0.01%
263
2020
Q2
$35.9K
Hold
720
–
–
0.01%
280
2020
Q1
$21.5K
Buy
720
+42
+6%
+$1.4K
﹤0.01%
317
2019
Q4
$22.8K
Buy
678
+53
+8%
+$1.95K
﹤0.01%
370
2019
Q3
$20K
Hold
625
–
–
﹤0.01%
349
2019
Q2
$17.2K
Hold
625
–
–
﹤0.01%
350
2019
Q1
$12.9K
Buy
+625
New
+$9.79K
﹤0.01%
345
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1-Year Est. Return
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$10B AUM
135.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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