IWS
NVTA

Insight Wealth Strategies’s Invitae Corporation NVTA Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-13,855
Closed -$223K – 202
2019
Q4 		$223K Sell
13,855
-5,573
-29% -$98.5K 0.05% 188
2019
Q3 		$374K Buy
+19,428
New +$458K 0.09% 139

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Insight Wealth Strategies's NVTA Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Invitae Corporation (NVTA) in Q1 2020, closing a stake of 13,855 shares — an estimated $223K sold.

Insight Wealth Strategies first reported a position in NVTA in Q3 2019 and held it in 2 quarters. The position peaked at $374K in Q3 2019. 180 funds tracked by Wall St. Rank hold NVTA as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Invitae Corporation position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,855 Invitae Corporation shares in Q1 2020, an estimated $223K.
  • Insight Wealth Strategies first reported a position in Invitae Corporation in Q3 2019 and held it in 2 quarters.
  • Insight Wealth Strategies's Invitae Corporation position peaked at $374K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.