Security National Bank’s Invitae Corporation NVTA Stock Holding History

Security National Bank’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	-106	Closed	-$66	–	328
2023 Q4	$66	Buy	+106	New	+$63	﹤0.01%	312

Other funds holding NVTA

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

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 $2.19B AUM 21.28% 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

Security National Bank's NVTA Position: Q1 2024 in Review

Security National Bank sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 106 shares — an estimated $66 sold.

Security National Bank first reported a position in NVTA in Q4 2023 and held it in 1 quarter. The position peaked at $66 in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

Security National Bank reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
Security National Bank sold 106 Invitae Corporation shares in Q1 2024, an estimated $66.
Security National Bank first reported a position in Invitae Corporation in Q4 2023 and held it in 1 quarter.
Security National Bank's Invitae Corporation position peaked at $66 in Q4 2023.
37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.