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	–	813
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	–	606
2021 Q2	$170K	Buy	+1,500	New	+$153K	0.14%	81

Other funds holding NTRA

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Selective Wealth Management's NTRA Position: Q3 2022 in Review

Selective Wealth Management sold out of Natera (NTRA) in Q3 2022, closing a stake of 300 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in NTRA in Q2 2021 and held it in 4 quarters. The position peaked at $170K in Q2 2021. 287 funds tracked by Wall St. Rank hold NTRA as of Q3 2022.

Selective Wealth Management reported no remaining Natera position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 300 Natera shares in Q3 2022, an estimated $11K.
Selective Wealth Management first reported a position in Natera in Q2 2021 and held it in 4 quarters.
Selective Wealth Management's Natera position peaked at $170K in Q2 2021.
287 funds tracked by Wall St. Rank held Natera as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.