RJFSA
NVTA

Raymond James Financial Services Advisors’s Invitae Corporation NVTA Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-16,482
Closed -$10.3K – 3536
2023
Q4 		$10.3K Sell
16,482
-5,300
-24% -$3.17K ﹤0.01% 3261
2023
Q3 		$13.2K Buy
21,782
+3,354
+18% +$3.49K ﹤0.01% 3219
2023
Q2 		$20.8K Buy
18,428
+435
+2% +$549 ﹤0.01% 3171
2023
Q1 		$24.3K Sell
17,993
-82
-0.5% -$162 ﹤0.01% 3170
2022
Q4 		$33.6K Buy
18,075
+1,306
+8% +$3.19K ﹤0.01% 3119
2022
Q3 		$41K Buy
16,769
+2,348
+16% +$7.13K ﹤0.01% 3107
2022
Q2 		$35K Buy
14,421
+1,811
+14% +$8.01K ﹤0.01% 3115
2022
Q1 		$101K Buy
12,610
+1,022
+9% +$10.3K ﹤0.01% 3115
2021
Q4 		$177K Sell
11,588
-33,512
-74% -$725K ﹤0.01% 3017
2021
Q3 		$1.28M Buy
45,100
+19,412
+76% +$569K ﹤0.01% 1777
2021
Q2 		$866K Sell
25,688
-4,432
-15% -$144K ﹤0.01% 2041
2021
Q1 		$1.15M Sell
30,120
-2,328
-7% -$106K ﹤0.01% 1752
2020
Q4 		$1.36M Buy
32,448
+12,449
+62% +$595K ﹤0.01% 1522
2020
Q3 		$867K Sell
19,999
-11,616
-37% -$396K ﹤0.01% 1637
2020
Q2 		$958K Buy
31,615
+13,219
+72% +$231K ﹤0.01% 1517
2020
Q1 		$251K Buy
18,396
+906
+5% +$16.5K ﹤0.01% 1946
2019
Q4 		$282K Buy
17,490
+3,875
+28% +$68.5K ﹤0.01% 2355
2019
Q3 		$262K Buy
13,615
+380
+3% +$8.96K ﹤0.01% 2329
2019
Q2 		$311K Buy
+13,235
New +$282K ﹤0.01% 2250

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial Services Advisors's NVTA Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 16,482 shares — an estimated $10.3K sold.

Raymond James Financial Services Advisors first reported a position in NVTA in Q2 2019 and held it in 19 quarters. The position peaked at $1.36M in Q4 2020. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 16,482 Invitae Corporation shares in Q1 2024, an estimated $10.3K.
  • Raymond James Financial Services Advisors first reported a position in Invitae Corporation in Q2 2019 and held it in 19 quarters.
  • Raymond James Financial Services Advisors's Invitae Corporation position peaked at $1.36M in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.