OA
NVTA

Operose Advisors’s Invitae Corporation NVTA Stock Holding History

Operose Advisors’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
Q2 		– Sell
-4,000
Closed -$44 – 613
2024
Q1 		$44 Hold
4,000
– – ﹤0.01% 649
2023
Q4 		$2.51K Hold
4,000
– – ﹤0.01% 552
2023
Q3 		$2.42K Hold
4,000
– – ﹤0.01% 696
2023
Q2 		$4.52K Hold
4,000
– – ﹤0.01% 317
2023
Q1 		$5.4K Hold
4,000
– – ﹤0.01% 294
2022
Q4 		$7.44K Hold
4,000
– – ﹤0.01% 303
2022
Q3 		$10K Hold
4,000
– – 0.01% 267
2022
Q2 		$10K Hold
4,000
– – 0.01% 240
2022
Q1 		$32K Buy
+4,000
New +$40.2K 0.02% 181

Other funds holding NVTA

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Operose Advisors's NVTA Position: Q2 2024 in Review

Operose Advisors sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 4,000 shares — an estimated $44 sold.

Operose Advisors first reported a position in NVTA in Q1 2022 and held it in 9 quarters. The position peaked at $32K in Q1 2022. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • Operose Advisors reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • Operose Advisors sold 4,000 Invitae Corporation shares in Q2 2024, an estimated $44.
  • Operose Advisors first reported a position in Invitae Corporation in Q1 2022 and held it in 9 quarters.
  • Operose Advisors's Invitae Corporation position peaked at $32K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.