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
-42,618
Closed -$26.7K – 1953
2023
Q4 		$26.7K Buy
42,618
+30,175
+243% +$18K ﹤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 $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 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 $9.31B AUM 73.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 42,618 shares — an estimated $26.7K sold.

Neuberger Berman Group first reported a position in NVTA in Q2 2023 and held it in 3 quarters. The position peaked at $26.7K in Q4 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 42,618 Invitae Corporation shares in Q1 2024, an estimated $26.7K.
  • 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 $26.7K in Q4 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.