Optimum Investment Advisors’s Natera NTRA Stock Holding History

Optimum Investment Advisors’s Portfolio NTRA Stock Details NTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-150	Closed	-$23.7K	–	647
2024 Q4	$23.7K	Buy	+150	New	+$21.8K	0.01%	412

Other funds holding NTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Optimum Investment Advisors's NTRA Position: Q1 2025 in Review

Optimum Investment Advisors sold out of Natera (NTRA) in Q1 2025, closing a stake of 150 shares — an estimated $23.7K sold.

Optimum Investment Advisors first reported a position in NTRA in Q4 2024 and held it in 1 quarter. The position peaked at $23.7K in Q4 2024. 598 funds tracked by Wall St. Rank hold NTRA as of Q1 2025.

Optimum Investment Advisors reported no remaining Natera position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 150 Natera shares in Q1 2025, an estimated $23.7K.
Optimum Investment Advisors first reported a position in Natera in Q4 2024 and held it in 1 quarter.
Optimum Investment Advisors's Natera position peaked at $23.7K in Q4 2024.
598 funds tracked by Wall St. Rank held Natera as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.