SBIA
NVTA

Sheaff Brock Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Sheaff Brock Investment 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
2021
Q2 		– Sell
-5,380
Closed -$206K – 545
2021
Q1 		$206K Hold
5,380
– – 0.02% 441
2020
Q4 		$225K Hold
5,380
– – 0.02% 397
2020
Q3 		$233K Buy
+5,380
New +$184K 0.02% 354

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sheaff Brock Investment Advisors's NVTA Position: Q2 2021 in Review

Sheaff Brock Investment Advisors sold out of Invitae Corporation (NVTA) in Q2 2021, closing a stake of 5,380 shares — an estimated $206K sold.

Sheaff Brock Investment Advisors first reported a position in NVTA in Q3 2020 and held it in 3 quarters. The position peaked at $233K in Q3 2020. 366 funds tracked by Wall St. Rank hold NVTA as of Q2 2021.

  • Sheaff Brock Investment Advisors reported no remaining Invitae Corporation position as of Q2 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,380 Invitae Corporation shares in Q2 2021, an estimated $206K.
  • Sheaff Brock Investment Advisors first reported a position in Invitae Corporation in Q3 2020 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Invitae Corporation position peaked at $233K in Q3 2020.
  • 366 funds tracked by Wall St. Rank held Invitae Corporation as of Q2 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.