RIA
NVTA

Regal Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Regal Investment 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
Q1 		– Sell
-21,566
Closed -$329K – 584
2021
Q4 		$329K Buy
21,566
+8,495
+65% +$184K 0.03% 406
2021
Q3 		$372K Buy
13,071
+626
+5% +$18.3K 0.04% 375
2021
Q2 		$420K Buy
+12,445
New +$405K 0.04% 355
2021
Q1 		– Sell
-8,964
Closed -$375K – 463
2020
Q4 		$375K Buy
+8,964
New +$428K 0.04% 323

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 $175B AUM 40.63% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Regal Investment Advisors's NVTA Position: Q1 2022 in Review

Regal Investment Advisors sold out of Invitae Corporation (NVTA) in Q1 2022, closing a stake of 21,566 shares — an estimated $329K sold.

Regal Investment Advisors first reported a position in NVTA in Q4 2020 and held it in 4 quarters. The position peaked at $420K in Q2 2021. 316 funds tracked by Wall St. Rank hold NVTA as of Q1 2022.

  • Regal Investment Advisors reported no remaining Invitae Corporation position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 21,566 Invitae Corporation shares in Q1 2022, an estimated $329K.
  • Regal Investment Advisors first reported a position in Invitae Corporation in Q4 2020 and held it in 4 quarters.
  • Regal Investment Advisors's Invitae Corporation position peaked at $420K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.