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

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lake Point Wealth Management's NVTA Position: Q2 2022 in Review

Lake Point Wealth Management held its Invitae Corporation (NVTA) position steady in Q2 2022 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Lake Point Wealth Management first reported a position in NVTA in Q1 2020 and has held it in 6 quarters since. The position peaked at $2K in Q2 2021. 286 funds tracked by Wall St. Rank hold NVTA as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Invitae Corporation worth $0 as of Q2 2022.
  • Lake Point Wealth Management left its Invitae Corporation share count unchanged in Q2 2022.
  • Invitae Corporation made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #531 holding.
  • Lake Point Wealth Management first reported a position in Invitae Corporation in Q1 2020 and has held it in 6 quarters since.
  • Lake Point Wealth Management's Invitae Corporation position peaked at $2K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.