TD Waterhouse Canada’s Invitae Corporation NVTA Stock Holding History

TD Waterhouse Canada’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	-46,000	Closed	-$26K	–	2000
2023 Q4	$26K	Sell	46,000 -100	-0.2%	-$60	﹤0.01%	1080
2023 Q3	$33.3K	Sell	46,100 -1,060	-2%	-$1.1K	﹤0.01%	1000
2023 Q2	$57K	Buy	47,160 +1,060	+2%	+$1.34K	﹤0.01%	896
2023 Q1	$63.6K	Buy	46,100 +23,000	+100%	+$45.3K	﹤0.01%	857
2022 Q4	$44.4K	Hold	23,100	–	–	﹤0.01%	922
2022 Q3	$60.8K	Buy	23,100 +22,960	+16,400%	+$69.7K	﹤0.01%	869
2022 Q2	$429	Buy	140 +40	+40%	+$177	﹤0.01%	1672
2022 Q1	$1.06K	Sell	100 -1,300	-93%	-$13.1K	﹤0.01%	1668
2021 Q4	$20.5K	Buy	+1,400	New	+$30.3K	﹤0.01%	1205

Other funds holding NVTA

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $115M AUM

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return