RWMG
NVTA

Redwood Wealth Management Group’s Invitae Corporation NVTA Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-28,205
Closed -$254 – 1183
2024
Q2 		$254 Buy
+28,205
New +$254 ﹤0.01% 1116
2024
Q1 		– Sell
-32,255
Closed -$20.2K – 149
2023
Q4 		$20.2K Sell
32,255
-13,550
-30% -$8.1K 0.02% 136
2023
Q3 		$27.7K Sell
45,805
-100
-0.2% -$104 0.03% 138
2023
Q2 		$51.9K Buy
45,905
+900
+2% +$1.14K 0.06% 140
2023
Q1 		$60.8K Buy
45,005
+4,155
+10% +$8.19K 0.07% 146
2022
Q4 		$76K Buy
+40,850
New +$99.7K 0.09% 129

Redwood Wealth Management Group's NVTA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 28,205 shares — an estimated $254 sold.

Redwood Wealth Management Group first reported a position in NVTA in Q4 2022 and held it in 6 quarters. The position peaked at $76K in Q4 2022. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 28,205 Invitae Corporation shares in Q3 2024, an estimated $254.
  • Redwood Wealth Management Group first reported a position in Invitae Corporation in Q4 2022 and held it in 6 quarters.
  • Redwood Wealth Management Group's Invitae Corporation position peaked at $76K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.