Koshinski Asset Management
NVTA

Koshinski Asset Management’s Invitae Corporation NVTA Stock Holding History

Koshinski 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
2022
Q2 		– Sell
-230
Closed -$1.83K – 2066
2022
Q1 		$1.83K Hold
230
– – ﹤0.01% 1994
2021
Q4 		$3.51K Hold
230
– – ﹤0.01% 1877
2021
Q3 		$6.54K Buy
+230
New +$6.74K ﹤0.01% 1778

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Koshinski Asset Management's NVTA Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invitae Corporation (NVTA) in Q2 2022, closing a stake of 230 shares — an estimated $1.83K sold.

Koshinski Asset Management first reported a position in NVTA in Q3 2021 and held it in 3 quarters. The position peaked at $6.54K in Q3 2021. 286 funds tracked by Wall St. Rank hold NVTA as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invitae Corporation position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 230 Invitae Corporation shares in Q2 2022, an estimated $1.83K.
  • Koshinski Asset Management first reported a position in Invitae Corporation in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invitae Corporation position peaked at $6.54K in Q3 2021.
  • 286 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.