RFA
NVTA

Register Financial Advisors’s Invitae Corporation NVTA Stock Holding History

Register Financial 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
Q2 		– Sell
-200
Closed -$2 – 768
2024
Q1 		$2 Buy
+200
New +$91 ﹤0.01% 739
2023
Q4 		– Sell
-200
Closed -$121 – 642
2023
Q3 		$121 Hold
200
– – ﹤0.01% 588
2023
Q2 		$226 Hold
200
– – ﹤0.01% 539
2023
Q1 		$270 Hold
200
– – ﹤0.01% 534
2022
Q4 		$372 Buy
+200
New +$488 ﹤0.01% 777

Other funds holding NVTA

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $245M AUM 23.8% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Register Financial Advisors's NVTA Position: Q2 2024 in Review

Register Financial Advisors sold out of Invitae Corporation (NVTA) in Q2 2024, closing a stake of 200 shares — an estimated $2 sold.

Register Financial Advisors first reported a position in NVTA in Q4 2022 and held it in 5 quarters. The position peaked at $372 in Q4 2022. 19 funds tracked by Wall St. Rank hold NVTA as of Q2 2024.

  • Register Financial Advisors reported no remaining Invitae Corporation position as of Q2 2024 after selling out during the quarter.
  • Register Financial Advisors sold 200 Invitae Corporation shares in Q2 2024, an estimated $2.
  • Register Financial Advisors first reported a position in Invitae Corporation in Q4 2022 and held it in 5 quarters.
  • Register Financial Advisors's Invitae Corporation position peaked at $372 in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2024.

Based on Register Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.