Rise Advisors’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-25
Closed 1260
2024
Q2
$0 Hold
25
﹤0.01% 1288
2024
Q1
$0 Hold
25
﹤0.01% 1289
2023
Q4
$16 Hold
25
﹤0.01% 615
2023
Q3
$15 Hold
25
﹤0.01% 660
2023
Q2
$28 Hold
25
﹤0.01% 671
2023
Q1
$34 Hold
25
﹤0.01% 800
2022
Q4
$47 Hold
25
﹤0.01% 758
2022
Q3
$0 Hold
25
﹤0.01% 758
2022
Q2
$0 Hold
25
﹤0.01% 742
2022
Q1
$0 Hold
25
﹤0.01% 682
2021
Q4
$382 Buy
+25
New +$541 ﹤0.01% 631

Rise Advisors's NVTA Position: Q3 2024 in Review

Rise Advisors sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 25 shares.

Rise Advisors first reported a position in NVTA in Q4 2021 and held it in 11 quarters. The position peaked at $382 in Q4 2021. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Rise Advisors reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Rise Advisors sold 25 Invitae Corporation shares in Q3 2024.
  • Rise Advisors first reported a position in Invitae Corporation in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's Invitae Corporation position peaked at $382 in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.