OLVIG
NVTA

Oliver Lagore Vanvalin Investment Group’s Invitae Corporation NVTA Stock Holding History

Oliver Lagore Vanvalin Investment 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
-50
Closed -$31 – 841
2023
Q4 		$31 Hold
50
– – ﹤0.01% 748
2023
Q3 		$30 Hold
50
– – ﹤0.01% 832
2023
Q2 		$57 Hold
50
– – ﹤0.01% 761
2023
Q1 		$68 Hold
50
– – ﹤0.01% 686
2022
Q4 		$93 Hold
50
– – ﹤0.01% 646
2022
Q3 		$0 Hold
50
– – ﹤0.01% 759
2022
Q2 		$0 Hold
50
– – ﹤0.01% 730
2022
Q1 		$0 Buy
+50
New +$503 ﹤0.01% 589

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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 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NVTA Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 50 shares — an estimated $31 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in NVTA in Q1 2022 and held it in 8 quarters. The position peaked at $93 in Q4 2022. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 50 Invitae Corporation shares in Q1 2024, an estimated $31.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invitae Corporation in Q1 2022 and held it in 8 quarters.
  • Oliver Lagore Vanvalin Investment Group's Invitae Corporation position peaked at $93 in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.