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SYSTM Wealth Solutions’s Natera NTRA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-12,519
Closed -$1.36M – 453
2024
Q2 		$1.36M Buy
12,519
+12,180
+3,593% +$1.24M 0.3% 97
2024
Q1 		$31K Buy
339
+99
+41% +$7.45K ﹤0.01% 648
2023
Q4 		$15K Buy
+240
New +$12K ﹤0.01% 776

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

SYSTM Wealth Solutions's NTRA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Natera (NTRA) in Q3 2024, closing a stake of 12,519 shares — an estimated $1.36M sold.

SYSTM Wealth Solutions first reported a position in NTRA in Q4 2023 and held it in 3 quarters. The position peaked at $1.36M in Q2 2024. 494 funds tracked by Wall St. Rank hold NTRA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Natera position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 12,519 Natera shares in Q3 2024, an estimated $1.36M.
  • SYSTM Wealth Solutions first reported a position in Natera in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Natera position peaked at $1.36M in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Natera as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.