IFP Advisors’s Invitae Corporation NVTA Stock Holding History

IFP 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
2024 Q2	–	Sell	-24	Closed	–	–	3382
2024 Q1	$0	Hold	24	–	–	﹤0.01%	3270
2023 Q4	$15	Hold	24	–	–	﹤0.01%	3016
2023 Q3	$15	Hold	24	–	–	﹤0.01%	3269
2023 Q2	$27	Hold	24	–	–	﹤0.01%	3413
2023 Q1	$180	Sell	24 -8,467	-100%	-$16.7K	﹤0.01%	3281
2022 Q4	$66K	Sell	8,491 -3,187	-27%	-$7.78K	﹤0.01%	2042
2022 Q3	$104K	Buy	11,678 +3,000	+35%	+$9.11K	﹤0.01%	1833
2022 Q2	$82K	Hold	8,678	–	–	﹤0.01%	1819
2022 Q1	$82K	Buy	8,678 +8,458	+3,845%	+$85.1K	﹤0.01%	1819
2021 Q4	$7K	Hold	220	–	–	﹤0.01%	2377
2021 Q3	$9K	Sell	220 -1,002	-82%	-$29.4K	﹤0.01%	2342
2021 Q2	$40K	Sell	1,222 -3,447	-74%	-$112K	﹤0.01%	1628
2021 Q1	$181K	Buy	4,669 +3,878	+490%	+$176K	﹤0.01%	884
2020 Q4	$37K	Sell	791 -1,987	-72%	-$94.9K	﹤0.01%	1558
2020 Q3	$126K	Buy	2,778 +2,710	+3,985%	+$92.5K	0.01%	886
2020 Q2	$2K	Sell	68 -232	-77%	-$4.05K	﹤0.01%	2444
2020 Q1	$5K	Buy	+300	New	+$5.48K	﹤0.01%	2094
2019 Q4	–	Sell	-280	Closed	-$4.95K	–	3753
2019 Q3	$5K	Buy	+280	New	+$6.6K	﹤0.01%	2364
2019 Q1	–	Sell	-4,225	Closed	-$43K	–	3590
2018 Q4	$43K	Buy	4,225 +1,025	+32%	+$13.3K	﹤0.01%	1697
2018 Q3	$54K	Buy	+3,200	New	+$36.4K	﹤0.01%	1856

Other funds holding NVTA

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $298M AUM 21.11% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return