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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

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Heritage Wealth Advisors's NTRA Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Natera (NTRA) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Heritage Wealth Advisors first reported a position in NTRA in Q1 2019 and held it in 12 quarters. The position peaked at $85K in Q4 2020. 286 funds tracked by Wall St. Rank hold NTRA as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining Natera position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 Natera shares in Q1 2022, an estimated $1K.
  • Heritage Wealth Advisors first reported a position in Natera in Q1 2019 and held it in 12 quarters.
  • Heritage Wealth Advisors's Natera position peaked at $85K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Natera as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.