Lindbrook Capital’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,000
Closed -$90 2951
2024
Q2
$90 Hold
10,000
﹤0.01% 2719
2024
Q1
$110 Buy
+10,000
New +$4.55K ﹤0.01% 2609
2023
Q1
Sell
-258
Closed -$480 2946
2022
Q4
$480 Buy
258
+113
+78% +$276 ﹤0.01% 2607
2022
Q3
$0 Sell
145
-494
-77% -$1.5K ﹤0.01% 2984
2022
Q2
$2K Buy
639
+516
+420% +$2.28K ﹤0.01% 2097
2022
Q1
$1K Buy
123
+31
+34% +$312 ﹤0.01% 2431
2021
Q4
$1K Sell
92
-56
-38% -$1.21K ﹤0.01% 2034
2021
Q3
$4K Buy
148
+72
+95% +$2.11K ﹤0.01% 1360
2021
Q2
$3K Hold
76
﹤0.01% 1527
2021
Q1
$3K Sell
76
-170
-69% -$7.73K ﹤0.01% 1484
2020
Q4
$10K Buy
246
+20
+9% +$956 ﹤0.01% 927
2020
Q3
$10K Buy
226
+150
+197% +$5.12K ﹤0.01% 852
2020
Q2
$2K Buy
+76
New +$1.33K ﹤0.01% 1467

Lindbrook Capital's NVTA Position: Q3 2024 in Review

Lindbrook Capital sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 10,000 shares — an estimated $90 sold.

Lindbrook Capital first reported a position in NVTA in Q2 2020 and held it in 13 quarters. The position peaked at $10K in Q4 2020. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Lindbrook Capital reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 10,000 Invitae Corporation shares in Q3 2024, an estimated $90.
  • Lindbrook Capital first reported a position in Invitae Corporation in Q2 2020 and held it in 13 quarters.
  • Lindbrook Capital's Invitae Corporation position peaked at $10K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.