IFAM
NVTA

Institutional & Family Asset Management’s Invitae Corporation NVTA Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-14
Closed – – 963
2021
Q3 		$0 Sell
14
-9
-39% -$264 ﹤0.01% 994
2021
Q2 		$1K Hold
23
– – ﹤0.01% 928
2021
Q1 		$1K Sell
23
-14
-38% -$636 ﹤0.01% 909
2020
Q4 		$2K Buy
37
+11
+42% +$526 ﹤0.01% 801
2020
Q3 		$1K Buy
+26
New +$887 ﹤0.01% 817

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's NVTA Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Invitae Corporation (NVTA) in Q4 2021, closing a stake of 14 shares.

Institutional & Family Asset Management first reported a position in NVTA in Q3 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 328 funds tracked by Wall St. Rank hold NVTA as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Invitae Corporation position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 14 Invitae Corporation shares in Q4 2021.
  • Institutional & Family Asset Management first reported a position in Invitae Corporation in Q3 2020 and held it in 5 quarters.
  • Institutional & Family Asset Management's Invitae Corporation position peaked at $2K in Q4 2020.
  • 328 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.