SEIA
NVTA

Signature Estate & Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Signature Estate & 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
2024
Q1 		– Sell
-20,621
Closed -$13K – 205
2023
Q4 		$13K Buy
20,621
+10,238
+99% +$6.12K ﹤0.01% 181
2023
Q3 		$6K Buy
+10,383
New +$10.8K ﹤0.01% 171

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Signature Estate & Investment Advisors's NVTA Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 20,621 shares — an estimated $13K sold.

Signature Estate & Investment Advisors first reported a position in NVTA in Q3 2023 and held it in 2 quarters. The position peaked at $13K in Q4 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Signature Estate & Investment Advisors reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 20,621 Invitae Corporation shares in Q1 2024, an estimated $13K.
  • Signature Estate & Investment Advisors first reported a position in Invitae Corporation in Q3 2023 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Invitae Corporation position peaked at $13K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.