HighTower Advisors’s Invitae Corporation NVTA Stock Holding History

HighTower Advisors’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
2021 Q1	–	Sell	-22	Closed	-$16K	–	3304
2020 Q4	$16K	Buy	+22	New	+$1.05K	﹤0.01%	2495

Other funds holding NVTA

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

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

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HighTower Advisors's NVTA Position: Q1 2024 in Review

HighTower Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 565,310 shares — an estimated $341K sold.

HighTower Advisors first reported a position in NVTA in Q2 2016 and held it in 31 quarters. The position peaked at $13.6M in Q2 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

HighTower Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 565,310 Invitae Corporation shares in Q1 2024, an estimated $341K.
HighTower Advisors first reported a position in Invitae Corporation in Q2 2016 and held it in 31 quarters.
HighTower Advisors's Invitae Corporation position peaked at $13.6M in Q2 2021.
37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.