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Marks Group Wealth Management’s Natera NTRA Stock Holding History

Marks Group Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,623
Closed -$206K – 296
2024
Q3 		$206K Buy
+1,623
New +$186K 0.02% 290
2024
Q2 		– Sell
-2,352
Closed -$215K – 301
2024
Q1 		$215K Buy
+2,352
New +$177K 0.02% 294
2023
Q2 		– Sell
-3,650
Closed -$203K – 283
2023
Q1 		$203K Buy
+3,650
New +$175K 0.03% 270
2022
Q1 		– Sell
-2,142
Closed -$200K – 326
2021
Q4 		$200K Buy
2,142
+258
+14% +$26.8K 0.02% 299
2021
Q3 		$210K Sell
1,884
-99
-5% -$11.3K 0.03% 278
2021
Q2 		$225K Sell
1,983
-38
-2% -$3.89K 0.03% 245
2021
Q1 		$205K Sell
2,021
-293
-13% -$32.1K 0.03% 240
2020
Q4 		$230K Sell
2,314
-653
-22% -$54.6K 0.04% 233
2020
Q3 		$214K Buy
+2,967
New +$169K 0.04% 223

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Marks Group Wealth Management's NTRA Position: Q4 2024 in Review

Marks Group Wealth Management sold out of Natera (NTRA) in Q4 2024, closing a stake of 1,623 shares — an estimated $206K sold.

Marks Group Wealth Management first reported a position in NTRA in Q3 2020 and held it in 9 quarters. The position peaked at $230K in Q4 2020. 596 funds tracked by Wall St. Rank hold NTRA as of Q4 2024.

  • Marks Group Wealth Management reported no remaining Natera position as of Q4 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,623 Natera shares in Q4 2024, an estimated $206K.
  • Marks Group Wealth Management first reported a position in Natera in Q3 2020 and held it in 9 quarters.
  • Marks Group Wealth Management's Natera position peaked at $230K in Q4 2020.
  • 596 funds tracked by Wall St. Rank held Natera as of Q4 2024.

Based on Marks Group Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.