Neuberger Berman Group
NVTA

Neuberger Berman Group’s Invitae Corporation NVTA Stock Holding History

Neuberger Berman Group’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
-21,309
Closed -$13.4K – 1953
2023
Q4 		$13.4K Buy
21,309
+8,866
+71% +$5.3K ﹤0.01% 1840
2023
Q3 		$7.53K Sell
12,443
-6,774
-35% -$7.04K ﹤0.01% 1795
2023
Q2 		$21.7K Buy
+19,217
New +$24.2K ﹤0.01% 1774

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

Neuberger Berman Group's NVTA Position: Q1 2024 in Review

Neuberger Berman Group sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 21,309 shares — an estimated $13.4K sold.

Neuberger Berman Group first reported a position in NVTA in Q2 2023 and held it in 3 quarters. The position peaked at $21.7K in Q2 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Neuberger Berman Group reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 21,309 Invitae Corporation shares in Q1 2024, an estimated $13.4K.
  • Neuberger Berman Group first reported a position in Invitae Corporation in Q2 2023 and held it in 3 quarters.
  • Neuberger Berman Group's Invitae Corporation position peaked at $21.7K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Neuberger Berman Group's 13F filing for Q1 2024, filed 13 May 2024.