IHT Wealth Management’s Invitae Corporation NVTA Stock Holding History

IHT Wealth Management’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	-114,200	Closed	-$71.6K	–	1076
2023 Q4	$71.6K	Buy	114,200 +18,860	+20%	+$11.3K	﹤0.01%	949
2023 Q3	$57.7K	Buy	95,340 +290	+0.3%	+$301	﹤0.01%	937
2023 Q2	$107K	Buy	95,050 +29,280	+45%	+$36.9K	0.01%	924
2023 Q1	$88.8K	Buy	65,770 +13,628	+26%	+$26.8K	0.01%	909
2022 Q4	$97K	Buy	52,142 +13,905	+36%	+$33.9K	0.01%	861
2022 Q3	$94K	Buy	38,237 +1,815	+5%	+$5.51K	0.01%	826
2022 Q2	$89K	Buy	36,422 +10,000	+38%	+$44.2K	0.01%	705
2022 Q1	$211K	Buy	26,422 +2,462	+10%	+$24.8K	0.02%	695
2021 Q4	$366K	Buy	23,960 +2,196	+10%	+$47.5K	0.03%	539
2021 Q3	$619K	Sell	21,764 -702	-3%	-$20.6K	0.05%	360
2021 Q2	$758K	Buy	22,466 +683	+3%	+$22.2K	0.05%	396
2021 Q1	$832K	Sell	21,783 -2,250	-9%	-$102K	0.06%	311
2020 Q4	$1M	Buy	24,033 +703	+3%	+$33.6K	0.08%	243
2020 Q3	$1.01M	Buy	+23,330	New	+$796K	0.1%	206
2018 Q2	–	Sell	-1,500	Closed	-$7K	–	1448
2018 Q1	$7K	Buy	+1,500	New	+$10.7K	﹤0.01%	1282

Other funds holding NVTA

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M 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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return