San Luis Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

San Luis Wealth 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	-12,000	Closed	-$8K	–	61
2023 Q4	$8K	Hold	12,000	–	–	﹤0.01%	59
2023 Q3	$7K	Buy	+12,000	New	+$12.5K	﹤0.01%	74

Other funds holding NVTA

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

San Luis Wealth Advisors's NVTA Position: Q1 2024 in Review

San Luis Wealth Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 12,000 shares — an estimated $8K sold.

San Luis Wealth Advisors first reported a position in NVTA in Q3 2023 and held it in 2 quarters. The position peaked at $8K in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

San Luis Wealth Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
San Luis Wealth Advisors sold 12,000 Invitae Corporation shares in Q1 2024, an estimated $8K.
San Luis Wealth Advisors first reported a position in Invitae Corporation in Q3 2023 and held it in 2 quarters.
San Luis Wealth Advisors's Invitae Corporation position peaked at $8K in Q4 2023.
37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on San Luis Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.