Principal Securities’s Invitae Corporation NVTA Stock Holding History

Principal Securities’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	-398	Closed	-$249	–	3412
2023 Q4	$249	Buy	+398	New	+$238	﹤0.01%	3128

Other funds holding NVTA

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

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

Principal Securities's NVTA Position: Q1 2024 in Review

Principal Securities sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 398 shares — an estimated $249 sold.

Principal Securities first reported a position in NVTA in Q4 2023 and held it in 1 quarter. The position peaked at $249 in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

Principal Securities reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
Principal Securities sold 398 Invitae Corporation shares in Q1 2024, an estimated $249.
Principal Securities first reported a position in Invitae Corporation in Q4 2023 and held it in 1 quarter.
Principal Securities's Invitae Corporation position peaked at $249 in Q4 2023.
37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.