LFG
NVTA

Larson Financial Group’s Invitae Corporation NVTA Stock Holding History

Larson Financial Group’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
2024
Q1 		– Sell
-886
Closed -$555 – 1915
2023
Q4 		$555 Hold
886
– – ﹤0.01% 1561
2023
Q3 		$536 Buy
886
+777
+713% +$808 ﹤0.01% 1571
2023
Q2 		$123 Hold
109
– – ﹤0.01% 1512
2023
Q1 		$147 Hold
109
– – ﹤0.01% 1481
2022
Q4 		$203 Hold
109
– – ﹤0.01% 1423
2022
Q3 		$0 Hold
109
– – ﹤0.01% 1426
2022
Q2 		$0 Hold
109
– – ﹤0.01% 1318
2022
Q1 		$1K Hold
109
– – ﹤0.01% 1021
2021
Q4 		$2K Hold
109
– – ﹤0.01% 982
2021
Q3 		$3K Hold
109
– – ﹤0.01% 760
2021
Q2 		$4K Buy
+109
New +$3.54K ﹤0.01% 668
2021
Q1 		– Sell
-302
Closed -$13K – 945
2020
Q4 		$13K Buy
302
+50
+20% +$2.39K ﹤0.01% 461
2020
Q3 		$11K Buy
252
+70
+38% +$2.39K ﹤0.01% 431
2020
Q2 		$6K Buy
+182
New +$3.17K ﹤0.01% 468

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Larson Financial Group's NVTA Position: Q1 2024 in Review

Larson Financial Group sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 886 shares — an estimated $555 sold.

Larson Financial Group first reported a position in NVTA in Q2 2020 and held it in 14 quarters. The position peaked at $13K in Q4 2020. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Larson Financial Group reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Larson Financial Group sold 886 Invitae Corporation shares in Q1 2024, an estimated $555.
  • Larson Financial Group first reported a position in Invitae Corporation in Q2 2020 and held it in 14 quarters.
  • Larson Financial Group's Invitae Corporation position peaked at $13K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.