Lee Financial’s Invitae Corporation NVTA Stock Holding History

Lee Financial’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
2020 Q4	–	Sell	-1,565	Closed	-$68K	–	563
2020 Q3	$68K	Buy	+1,565	New	+$53.4K	0.02%	190

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Lee Financial's NVTA Position: Q4 2020 in Review

Lee Financial sold out of Invitae Corporation (NVTA) in Q4 2020, closing a stake of 1,565 shares — an estimated $68K sold.

Lee Financial first reported a position in NVTA in Q3 2020 and held it in 1 quarter. The position peaked at $68K in Q3 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q4 2020.

Lee Financial reported no remaining Invitae Corporation position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 1,565 Invitae Corporation shares in Q4 2020, an estimated $68K.
Lee Financial first reported a position in Invitae Corporation in Q3 2020 and held it in 1 quarter.
Lee Financial's Invitae Corporation position peaked at $68K in Q3 2020.
351 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.