Mackenzie Financial
NVTA

Mackenzie Financial’s Invitae Corporation NVTA Stock Holding History

Mackenzie 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
2024
Q1 		– Sell
-15,402
Closed -$9.65K – 1633
2023
Q4 		$9.65K Hold
15,402
– – ﹤0.01% 1491
2023
Q3 		$10.3K Hold
15,402
– – ﹤0.01% 1463
2023
Q2 		$18K Hold
15,402
– – ﹤0.01% 1497
2023
Q1 		$20.8K Hold
15,402
– – ﹤0.01% 1484
2022
Q4 		$28.6K Hold
15,402
– – ﹤0.01% 1383
2022
Q3 		$38K Buy
15,402
+1,454
+10% +$4.41K ﹤0.01% 1377
2022
Q2 		$34K Buy
13,948
+2,795
+25% +$12.4K ﹤0.01% 1414
2022
Q1 		$89K Buy
11,153
+156
+1% +$1.57K ﹤0.01% 1343
2021
Q4 		$168K Sell
10,997
-197
-2% -$4.26K ﹤0.01% 1346
2021
Q3 		$318K Buy
11,194
+4,850
+76% +$142K ﹤0.01% 1113
2021
Q2 		$214K Buy
+6,344
New +$206K ﹤0.01% 1155
2019
Q3 		– Sell
-15,450
Closed -$363K – 1123
2019
Q2 		$363K Buy
+15,450
New +$329K ﹤0.01% 916

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mackenzie Financial's NVTA Position: Q1 2024 in Review

Mackenzie Financial sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 15,402 shares — an estimated $9.65K sold.

Mackenzie Financial first reported a position in NVTA in Q2 2019 and held it in 12 quarters. The position peaked at $363K in Q2 2019. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Mackenzie Financial reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 15,402 Invitae Corporation shares in Q1 2024, an estimated $9.65K.
  • Mackenzie Financial first reported a position in Invitae Corporation in Q2 2019 and held it in 12 quarters.
  • Mackenzie Financial's Invitae Corporation position peaked at $363K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.