MPWT
NVTA

MassMutual Private Wealth & Trust’s Invitae Corporation NVTA Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q4 		– Sell
-193
Closed -$117 – 2130
2023
Q3 		$117 Buy
+193
New +$201 ﹤0.01% 1945
2021
Q3 		– Sell
-253
Closed -$9K – 1362
2021
Q2 		$9K Sell
253
-551
-69% -$17.9K ﹤0.01% 700
2021
Q1 		$31K Sell
804
-7
-0.9% -$318 ﹤0.01% 482
2020
Q4 		$34K Buy
+811
New +$38.7K ﹤0.01% 476

Other funds holding NVTA

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NAMA
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return