MYIA
NVTA

Mount Yale Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Mount Yale Investment Advisors’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
-14,264
Closed -$8.94K – 571
2023
Q4 		$8.94K Hold
14,264
– – ﹤0.01% 493
2023
Q3 		$8.63K Sell
14,264
-6,450
-31% -$6.7K ﹤0.01% 495
2023
Q2 		$23.4K Buy
20,714
+2,492
+14% +$3.14K ﹤0.01% 475
2023
Q1 		$24.6K Sell
18,222
-4,289
-19% -$8.45K ﹤0.01% 477
2022
Q4 		$41.9K Sell
22,511
-238,806
-91% -$583K ﹤0.01% 447
2022
Q3 		$643K Buy
261,317
+23,090
+10% +$70.1K 0.09% 238
2022
Q2 		$581K Buy
238,227
+83,476
+54% +$369K 0.07% 261
2022
Q1 		$1.23M Buy
154,751
+68,216
+79% +$686K 0.13% 169
2021
Q4 		$1.32M Buy
86,535
+78,547
+983% +$1.7M 0.14% 163
2021
Q3 		$227K Buy
+7,988
New +$234K 0.03% 420
2018
Q4 		– Sell
-1,684
Closed -$24K – 827
2018
Q3 		$24K Buy
+1,684
New +$19.2K ﹤0.01% 749

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 $2.19B AUM 21.28% 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

Mount Yale Investment Advisors's NVTA Position: Q1 2024 in Review

Mount Yale Investment Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 14,264 shares — an estimated $8.94K sold.

Mount Yale Investment Advisors first reported a position in NVTA in Q3 2018 and held it in 11 quarters. The position peaked at $1.32M in Q4 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Mount Yale Investment Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,264 Invitae Corporation shares in Q1 2024, an estimated $8.94K.
  • Mount Yale Investment Advisors first reported a position in Invitae Corporation in Q3 2018 and held it in 11 quarters.
  • Mount Yale Investment Advisors's Invitae Corporation position peaked at $1.32M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.