SWM
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Selective Wealth Management’s Natera NTRA Stock Holding History

Selective Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-300
Closed -$11K – 816
2022
Q2 		$11K Hold
300
– – ﹤0.01% 551
2022
Q1 		$12K Hold
300
– – ﹤0.01% 515
2021
Q4 		$28K Buy
+300
New +$31.1K 0.01% 364
2021
Q3 		– Sell
-1,500
Closed -$170K – 607
2021
Q2 		$170K Buy
+1,500
New +$153K 0.14% 81

Other funds holding NTRA

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2B AUM 117.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return