Janney Montgomery Scott
NVTA

Janney Montgomery Scott’s Invitae Corporation NVTA Stock Holding History

Janney Montgomery Scott’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
-63,105
Closed -$40K – 2853
2023
Q4 		$40K Hold
63,105
– – ﹤0.01% 2595
2023
Q3 		$38K Buy
63,105
+50,600
+405% +$52.6K ﹤0.01% 2526
2023
Q2 		$14K Sell
12,505
-1,800
-13% -$2.27K ﹤0.01% 2620
2023
Q1 		$19K Hold
14,305
– – ﹤0.01% 2433
2022
Q4 		$27K Buy
14,305
+375
+3% +$915 ﹤0.01% 2530
2022
Q3 		$34K Buy
+13,930
New +$42.3K ﹤0.01% 2464
2022
Q1 		– Sell
-25,853
Closed -$395K – 2479
2021
Q4 		$395K Buy
25,853
+611
+2% +$13.2K ﹤0.01% 1852
2021
Q3 		$718K Buy
25,242
+5,240
+26% +$154K ﹤0.01% 1457
2021
Q2 		$675K Buy
20,002
+355
+2% +$11.5K ﹤0.01% 1467
2021
Q1 		$751K Buy
19,647
+7,782
+66% +$354K ﹤0.01% 1344
2020
Q4 		$496K Buy
11,865
+3,320
+39% +$159K ﹤0.01% 1573
2020
Q3 		$370K Buy
8,545
+274
+3% +$9.35K ﹤0.01% 1593
2020
Q2 		$251K Buy
+8,271
New +$144K ﹤0.01% 1728
2019
Q4 		– Sell
-12,364
Closed -$238K – 2148
2019
Q3 		$238K Buy
+12,364
New +$292K ﹤0.01% 1803

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $115M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return