NS
NVTA

Newman & Schimel’s Invitae Corporation NVTA Stock Holding History

Newman & Schimel’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
2022
Q4 		$27K Buy
+14,500
New +$35.4K 0.01% 51

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Newman & Schimel's NVTA Position: Q4 2022 in Review

Newman & Schimel opened a new position in Invitae Corporation (NVTA) in Q4 2022: 14,500 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #51 among its holdings.

277 funds tracked by Wall St. Rank hold NVTA as of Q4 2022.

  • Newman & Schimel held 14,500 shares of Invitae Corporation worth $27K as of Q4 2022.
  • Invitae Corporation was a new Newman & Schimel position in Q4 2022.
  • Invitae Corporation made up 0.01% of Newman & Schimel's portfolio in Q4 2022, its #51 holding.
  • 277 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.