HAG
NVTA

HighPoint Advisor Group’s Invitae Corporation NVTA Stock Holding History

HighPoint Advisor Group’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
Q2 		– Sell
-15,426
Closed – – 646
2024
Q1 		$0 Hold
15,426
– – ﹤0.01% 670
2023
Q4 		$0 Buy
+15,426
New +$9.23K ﹤0.01% 651

Other funds holding NVTA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

HighPoint Advisor Group's NVTA Position: Q2 2024 in Review

HighPoint Advisor Group sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 15,426 shares.

HighPoint Advisor Group first reported a position in NVTA in Q4 2023 and held it in 2 quarters. The position peaked at $0 in Q1 2024. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • HighPoint Advisor Group reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 15,426 Invitae Corporation shares in Q2 2024.
  • HighPoint Advisor Group first reported a position in Invitae Corporation in Q4 2023 and held it in 2 quarters.
  • HighPoint Advisor Group's Invitae Corporation position peaked at $0 in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on HighPoint Advisor Group's 13F filing for Q2 2024, filed 8 Aug 2024.