Spire Wealth Management’s Natera NTRA Stock Holding History

Spire 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
2025 Q4	–	Sell	-10	Closed	-$1.61K	–	2431
2025 Q3	$1.61K	Sell	10 -2	-17%	-$316	﹤0.01%	2201
2025 Q2	$2.03K	Hold	12	–	–	﹤0.01%	2165
2025 Q1	$1.7K	Sell	12 -5	-29%	-$804	﹤0.01%	2311
2024 Q4	$2.69K	Buy	17 +2	+13%	+$291	﹤0.01%	2187
2024 Q3	$1.9K	Hold	15	–	–	﹤0.01%	2011
2024 Q2	$1.62K	Buy	+15	New	+$1.52K	﹤0.01%	2046
2023 Q3	–	Sell	-81	Closed	-$3.94K	–	2434
2023 Q2	$3.94K	Sell	81 -141	-64%	-$7.19K	﹤0.01%	2064
2023 Q1	$12.3K	Buy	222 +60	+37%	+$2.88K	﹤0.01%	1778
2022 Q4	$7K	Hold	162	–	–	﹤0.01%	1742
2022 Q3	$7K	Hold	162	–	–	﹤0.01%	1662
2022 Q2	$6K	Sell	162 -42	-21%	-$1.55K	﹤0.01%	2085
2022 Q1	$8K	Sell	204 -109	-35%	-$6.55K	﹤0.01%	2113
2021 Q4	$29K	Hold	313	–	–	﹤0.01%	1972
2021 Q3	$35K	Sell	313 -346	-53%	-$39.7K	﹤0.01%	1627
2021 Q2	$75K	Sell	659 -183	-22%	-$18.7K	﹤0.01%	1315
2021 Q1	$84K	Buy	+842	New	+$92.3K	﹤0.01%	1468

Other funds holding NTRA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return