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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
DFO
Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return