MWM
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Mission Wealth Management’s Natera NTRA Stock Holding History

Mission 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
2025
Q4 		– Sell
-1,349
Closed -$217K – 755
2025
Q3 		$217K Hold
1,349
– – ﹤0.01% 663
2025
Q2 		$228K Buy
+1,349
New +$210K 0.01% 634
2025
Q1 		– Sell
-1,352
Closed -$214K – 697
2024
Q4 		$214K Buy
+1,352
New +$197K 0.01% 617
2024
Q3 		– Sell
-4,086
Closed -$442K – 707
2024
Q2 		$442K Hold
4,086
– – 0.01% 440
2024
Q1 		$374K Sell
4,086
-145
-3% -$10.9K 0.01% 507
2023
Q4 		$265K Buy
+4,231
New +$211K 0.01% 495
2023
Q3 		– Sell
-4,231
Closed -$206K – 569
2023
Q2 		$206K Hold
4,231
– – 0.01% 513
2023
Q1 		$235K Sell
4,231
-1,484
-26% -$71.2K 0.01% 478
2022
Q4 		$230K Hold
5,715
– – 0.01% 462
2022
Q3 		$250K Hold
5,715
– – 0.01% 428
2022
Q2 		$203K Buy
+5,715
New +$212K 0.01% 474

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return