SWM
NVTA

Sugarloaf Wealth Management’s Invitae Corporation NVTA Stock Holding History

Sugarloaf Wealth Management’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
2022
Q4 		– Sell
-23
Closed -$1K – 885
2022
Q3 		$1K Hold
23
– – ﹤0.01% 820
2022
Q2 		$0 Hold
23
– – ﹤0.01% 859
2022
Q1 		$0 Hold
23
– – ﹤0.01% 792
2021
Q4 		$0 Hold
23
– – ﹤0.01% 800
2021
Q3 		$1K Hold
23
– – ﹤0.01% 751
2021
Q2 		$1K Hold
23
– – ﹤0.01% 741
2021
Q1 		$1 Hold
23
– – ﹤0.01% 734
2020
Q4 		$1K Buy
+23
New +$1.1K ﹤0.01% 704
2020
Q2 		– Sell
-100
Closed -$1K – 738
2020
Q1 		$1K Sell
100
-10
-9% -$183 ﹤0.01% 669
2019
Q4 		$2K Buy
+110
New +$1.95K ﹤0.01% 652

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return