Sunbelt Securities’s Invitae Corporation NVTA Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-109	Closed	-$1	–	1923
2024 Q2	$1	Hold	109	–	–	﹤0.01%	1764
2024 Q1	$1	Hold	109	–	–	﹤0.01%	1730
2023 Q4	$68	Hold	109	–	–	﹤0.01%	1667
2023 Q3	$66	Sell	109 -106	-49%	-$110	﹤0.01%	1737
2023 Q2	$243	Buy	215 +109	+103%	+$137	﹤0.01%	1621
2023 Q1	$130	Buy	+106	New	+$209	﹤0.01%	1608

Sunbelt Securities's NVTA Position: Q3 2024 in Review

Sunbelt Securities sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 109 shares — an estimated $1 sold.

Sunbelt Securities first reported a position in NVTA in Q1 2023 and held it in 6 quarters. The position peaked at $243 in Q2 2023. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

Sunbelt Securities reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
Sunbelt Securities sold 109 Invitae Corporation shares in Q3 2024, an estimated $1.
Sunbelt Securities first reported a position in Invitae Corporation in Q1 2023 and held it in 6 quarters.
Sunbelt Securities's Invitae Corporation position peaked at $243 in Q2 2023.
1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.