PFBT
NVTA

Parkside Financial Bank & Trust’s Invitae Corporation NVTA Stock Holding History

Parkside Financial Bank & Trust’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
2020
Q4 		– Sell
-100
Closed -$4K – 1689
2020
Q3 		$4K Hold
100
– – ﹤0.01% 1007
2020
Q2 		$3K Hold
100
– – ﹤0.01% 1104
2020
Q1 		$1K Buy
+100
New +$1.83K ﹤0.01% 1363

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 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 $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Parkside Financial Bank & Trust's NVTA Position: Q4 2020 in Review

Parkside Financial Bank & Trust sold out of Invitae Corporation (NVTA) in Q4 2020, closing a stake of 100 shares — an estimated $4K sold.

Parkside Financial Bank & Trust first reported a position in NVTA in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q4 2020.

  • Parkside Financial Bank & Trust reported no remaining Invitae Corporation position as of Q4 2020 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 100 Invitae Corporation shares in Q4 2020, an estimated $4K.
  • Parkside Financial Bank & Trust first reported a position in Invitae Corporation in Q1 2020 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Invitae Corporation position peaked at $4K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2020, filed 9 Feb 2021.