PA
NVTA

PSI Advisors’s Invitae Corporation NVTA Stock Holding History

PSI 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
2022
Q4 		– Sell
-100
Closed – – 822
2022
Q3 		$0 Hold
100
– – ﹤0.01% 858
2022
Q2 		$0 Hold
100
– – ﹤0.01% 872
2022
Q1 		$1K Hold
100
– – ﹤0.01% 709
2021
Q4 		$2K Hold
100
– – ﹤0.01% 682
2021
Q3 		$3K Buy
+100
New +$2.93K ﹤0.01% 641

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $154B AUM 29.96% 1-Year Est. Return
CC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

PSI Advisors's NVTA Position: Q4 2022 in Review

PSI Advisors sold out of Invitae Corporation (NVTA) in Q4 2022, closing a stake of 100 shares.

PSI Advisors first reported a position in NVTA in Q3 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 277 funds tracked by Wall St. Rank hold NVTA as of Q4 2022.

  • PSI Advisors reported no remaining Invitae Corporation position as of Q4 2022 after selling out during the quarter.
  • PSI Advisors sold 100 Invitae Corporation shares in Q4 2022.
  • PSI Advisors first reported a position in Invitae Corporation in Q3 2021 and held it in 5 quarters.
  • PSI Advisors's Invitae Corporation position peaked at $3K in Q3 2021.
  • 277 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.