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
2018 Q4	–	Sell	-500	Closed	-$8K	–	3935
2018 Q3	$8K	Buy	+500	New	+$5.69K	﹤0.01%	3013

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 $2B AUM 27.02% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B 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 $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors's NVTA Position: Q2 2024 in Review

IFP Advisors sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 24 shares.

IFP Advisors first reported a position in NVTA in Q3 2018 and held it in 20 quarters. The position peaked at $181K in Q1 2021. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

IFP Advisors reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 24 Invitae Corporation shares in Q2 2024.
IFP Advisors first reported a position in Invitae Corporation in Q3 2018 and held it in 20 quarters.
IFP Advisors's Invitae Corporation position peaked at $181K in Q1 2021.
19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.