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 $15.4B AUM 50.29% 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 $7.75B AUM 33.73% 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 $2B AUM 147.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NVTA Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Invitae Corporation (NVTA) in Q3 2021, closing a stake of 7,299 shares — an estimated $246K sold.

JP Morgan Private Wealth Advisors first reported a position in NVTA in Q1 2018 and held it in 9 quarters. The position peaked at $693K in Q4 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Invitae Corporation position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,299 Invitae Corporation shares in Q3 2021, an estimated $246K.
  • JP Morgan Private Wealth Advisors first reported a position in Invitae Corporation in Q1 2018 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's Invitae Corporation position peaked at $693K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.