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LPWM
NVTA
Lake Point Wealth Management’s
Invitae Corporation
NVTA
Stock Holding History
Lake Point Wealth 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
$0
Hold
50
–
–
﹤0.01%
531
2022
Q1
$0
Hold
50
–
–
﹤0.01%
500
2021
Q4
$1K
Hold
50
–
–
﹤0.01%
430
2021
Q3
$1K
Hold
50
–
–
﹤0.01%
394
2021
Q2
$2K
Buy
+50
New
+$1.63K
﹤0.01%
359
2020
Q1
$1K
Buy
+50
New
+$913
﹤0.01%
373
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BBA
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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