People's United Financial’s Invitae Corporation NVTA Stock Holding History

People's United Financial’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
2021 Q4	–	Sell	-9,072	Closed	-$258K	–	737
2021 Q3	$258K	Buy	9,072 +41	+0.5%	+$1.2K	0.01%	657
2021 Q2	$305K	Buy	9,031 +47	+0.5%	+$1.53K	0.01%	606
2021 Q1	$343K	Buy	8,984 +36	+0.4%	+$1.64K	0.01%	564
2020 Q4	$374K	Buy	8,948 +43	+0.5%	+$2.05K	0.01%	518
2020 Q3	$386K	Hold	8,905	–	–	0.01%	478
2020 Q2	$270K	Buy	+8,905	New	+$155K	0.01%	542
2019 Q3	–	Sell	-8,905	Closed	-$209K	–	768
2019 Q2	$209K	Sell	8,905 -8,905	-50%	-$190K	0.01%	720
2019 Q1	$418K	Buy	+17,810	New	+$314K	0.01%	558

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

People's United Financial's NVTA Position: Q4 2021 in Review

People's United Financial sold out of Invitae Corporation (NVTA) in Q4 2021, closing a stake of 9,072 shares — an estimated $258K sold.

People's United Financial first reported a position in NVTA in Q1 2019 and held it in 8 quarters. The position peaked at $418K in Q1 2019. 328 funds tracked by Wall St. Rank hold NVTA as of Q4 2021.

People's United Financial reported no remaining Invitae Corporation position as of Q4 2021 after selling out during the quarter.
People's United Financial sold 9,072 Invitae Corporation shares in Q4 2021, an estimated $258K.
People's United Financial first reported a position in Invitae Corporation in Q1 2019 and held it in 8 quarters.
People's United Financial's Invitae Corporation position peaked at $418K in Q1 2019.
328 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2021.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.