Kovitz Investment Group Partners
NVTA

Kovitz Investment Group Partners’s Invitae Corporation NVTA Stock Holding History

Kovitz Investment Group Partners’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
2023
Q2 		– Sell
-14,500
Closed -$20K – 452
2023
Q1 		$20K Buy
+14,500
New +$28.6K ﹤0.01% 414

Other funds holding NVTA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's NVTA Position: Q2 2023 in Review

Kovitz Investment Group Partners sold out of Invitae Corporation (NVTA) in Q2 2023, closing a stake of 14,500 shares — an estimated $20K sold.

Kovitz Investment Group Partners first reported a position in NVTA in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 232 funds tracked by Wall St. Rank hold NVTA as of Q2 2023.

  • Kovitz Investment Group Partners reported no remaining Invitae Corporation position as of Q2 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,500 Invitae Corporation shares in Q2 2023, an estimated $20K.
  • Kovitz Investment Group Partners first reported a position in Invitae Corporation in Q1 2023 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invitae Corporation position peaked at $20K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2023, filed 8 Aug 2023.