HighTower Advisors
NVTA

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
2022
Q2 		– Sell
-1,800
Closed -$498K – 3620
2022
Q1 		$498K Buy
+1,800
New +$18.1K ﹤0.01% 2176
2021
Q2 		– Sell
-20
Closed -$13K – 3443
2021
Q1 		$13K Sell
20
-85
-81% -$3.86K ﹤0.01% 2925
2020
Q4 		$85K Buy
+105
New +$5.02K ﹤0.01% 2368

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 $2.19B AUM 21.28% 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

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.