JMPWA
NVTA

JP Morgan Private Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-7,299
Closed -$246K – 1995
2021
Q2 		$246K Buy
7,299
+682
+10% +$22.2K ﹤0.01% 1754
2021
Q1 		$253K Sell
6,617
-9,965
-60% -$453K ﹤0.01% 1595
2020
Q4 		$693K Buy
16,582
+11,109
+203% +$531K ﹤0.01% 1148
2020
Q3 		$237K Buy
+5,473
New +$187K ﹤0.01% 1463
2019
Q2 		– Sell
-11,228
Closed -$263K – 1477
2019
Q1 		$263K Buy
11,228
+815
+8% +$14.4K ﹤0.01% 1272
2018
Q4 		$115K Hold
10,413
– – ﹤0.01% 1384
2018
Q3 		$174K Buy
10,413
+8
+0.1% +$91 ﹤0.01% 1492
2018
Q2 		$77K Hold
10,405
– – ﹤0.01% 1428
2018
Q1 		$48K Buy
+10,405
New +$74.2K ﹤0.01% 1256

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 $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return