MIC
NVTA

Means Investment Company’s Invitae Corporation NVTA Stock Holding History

Means Investment Company’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
2021
Q1 		– Sell
-4,415
Closed -$226K – 198
2020
Q4 		$226K Buy
+4,415
New +$211K 0.05% 165

Other funds holding NVTA

AIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Means Investment Company's NVTA Position: Q1 2021 in Review

Means Investment Company sold out of Invitae Corporation (NVTA) in Q1 2021, closing a stake of 4,415 shares — an estimated $226K sold.

Means Investment Company first reported a position in NVTA in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 372 funds tracked by Wall St. Rank hold NVTA as of Q1 2021.

  • Means Investment Company reported no remaining Invitae Corporation position as of Q1 2021 after selling out during the quarter.
  • Means Investment Company sold 4,415 Invitae Corporation shares in Q1 2021, an estimated $226K.
  • Means Investment Company first reported a position in Invitae Corporation in Q4 2020 and held it in 1 quarter.
  • Means Investment Company's Invitae Corporation position peaked at $226K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2021.

Based on Means Investment Company's 13F filing for Q1 2021, filed 5 Apr 2021.