MAI Capital Management’s Invitae Corporation NVTA Stock Holding History

MAI Capital 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
2024 Q3	–	Sell	-10,000	Closed	-$90	–	1262
2024 Q2	$90	Buy	+10,000	New	+$90	﹤0.01%	1253
2023 Q4	–	Sell	-10,000	Closed	-$6.05K	–	1156
2023 Q3	$6.05K	Buy	+10,000	New	+$10.4K	﹤0.01%	1044

MAI Capital Management's NVTA Position: Q3 2024 in Review

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

MAI Capital Management first reported a position in NVTA in Q3 2023 and held it in 2 quarters. The position peaked at $6.05K in Q3 2023. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

MAI Capital Management reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
MAI Capital Management sold 10,000 Invitae Corporation shares in Q3 2024, an estimated $90.
MAI Capital Management first reported a position in Invitae Corporation in Q3 2023 and held it in 2 quarters.
MAI Capital Management's Invitae Corporation position peaked at $6.05K in Q3 2023.
1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on MAI Capital Management's 13F filing for Q3 2024, filed 7 Nov 2024.