HGERS
NVTA

Householder Group Estate & Retirement Specialist’s Invitae Corporation NVTA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		– Sell
-587
Closed – – 1328
2023
Q4 		$0 Hold
587
– – ﹤0.01% 1378
2023
Q3 		$355 Buy
+587
New +$610 ﹤0.01% 1202
2023
Q1 		$1K Hold
587
– – ﹤0.01% 1197
2022
Q4 		$1K Hold
587
– – ﹤0.01% 357
2022
Q3 		$1K Buy
+587
New +$1.78K ﹤0.01% 1066

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GAA
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LC
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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 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NVTA Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 587 shares.

Householder Group Estate & Retirement Specialist first reported a position in NVTA in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 587 Invitae Corporation shares in Q1 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Invitae Corporation in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Invitae Corporation position peaked at $1K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.