JG
NVTA

Joel Greenblatt’s Invitae Corporation NVTA Stock Holding History

Joel Greenblatt’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
-23,403
Closed -$14.7K – 1487
2023
Q4 		$14.7K Buy
23,403
+12,411
+113% +$7.42K ﹤0.01% 1322
2023
Q3 		$6.65K Buy
+10,992
New +$11.4K ﹤0.01% 1313
2019
Q2 		– Sell
-9,566
Closed -$224K – 1320
2019
Q1 		$224K Buy
+9,566
New +$169K ﹤0.01% 1080

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Joel Greenblatt's NVTA Position: Q1 2024 in Review

Joel Greenblatt sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 23,403 shares — an estimated $14.7K sold.

Joel Greenblatt first reported a position in NVTA in Q1 2019 and held it in 3 quarters. The position peaked at $224K in Q1 2019. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Joel Greenblatt reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Joel Greenblatt sold 23,403 Invitae Corporation shares in Q1 2024, an estimated $14.7K.
  • Joel Greenblatt first reported a position in Invitae Corporation in Q1 2019 and held it in 3 quarters.
  • Joel Greenblatt's Invitae Corporation position peaked at $224K in Q1 2019.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Gotham Asset Management's 13F filing for Q1 2024, filed 15 May 2024.