NDSI
NVTA

Newman Dignan & Sheerar Inc’s Invitae Corporation NVTA Stock Holding History

Newman Dignan & Sheerar Inc’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
-11,522
Closed -$7.22K – 191
2023
Q4 		$7.22K Buy
+11,522
New +$6.89K ﹤0.01% 178

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

Newman Dignan & Sheerar Inc's NVTA Position: Q1 2024 in Review

Newman Dignan & Sheerar Inc sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 11,522 shares — an estimated $7.22K sold.

Newman Dignan & Sheerar Inc first reported a position in NVTA in Q4 2023 and held it in 1 quarter. The position peaked at $7.22K in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Newman Dignan & Sheerar Inc reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 11,522 Invitae Corporation shares in Q1 2024, an estimated $7.22K.
  • Newman Dignan & Sheerar Inc first reported a position in Invitae Corporation in Q4 2023 and held it in 1 quarter.
  • Newman Dignan & Sheerar Inc's Invitae Corporation position peaked at $7.22K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2024, filed 29 Apr 2024.