MWM
NVTA

Meridian Wealth Management’s Invitae Corporation NVTA Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-11,150
Closed -$6.99K – 602
2023
Q4 		$6.99K Hold
11,150
– – ﹤0.01% 592
2023
Q3 		$6.75K Hold
11,150
– – ﹤0.01% 538
2023
Q2 		$12.6K Hold
11,150
– – ﹤0.01% 543
2023
Q1 		$15.1K Buy
+11,150
New +$22K ﹤0.01% 541
2021
Q4 		– Sell
-8,667
Closed -$246K – 423
2021
Q3 		$246K Buy
8,667
+1,000
+13% +$29.3K 0.03% 341
2021
Q2 		$259K Buy
7,667
+65
+0.9% +$2.11K 0.03% 328
2021
Q1 		$290K Buy
7,602
+1,766
+30% +$80.3K 0.04% 282
2020
Q4 		$244K Buy
+5,836
New +$279K 0.04% 287

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Meridian Wealth Management's NVTA Position: Q1 2024 in Review

Meridian Wealth Management sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 11,150 shares — an estimated $6.99K sold.

Meridian Wealth Management first reported a position in NVTA in Q4 2020 and held it in 8 quarters. The position peaked at $290K in Q1 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Meridian Wealth Management reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 11,150 Invitae Corporation shares in Q1 2024, an estimated $6.99K.
  • Meridian Wealth Management first reported a position in Invitae Corporation in Q4 2020 and held it in 8 quarters.
  • Meridian Wealth Management's Invitae Corporation position peaked at $290K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.