TCWM
NVTA

Total Clarity Wealth Management’s Invitae Corporation NVTA Stock Holding History

Total Clarity 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
2021
Q4 		– Sell
-151
Closed -$4K – 1075
2021
Q3 		$4K Buy
+151
New +$4.42K ﹤0.01% 875
2021
Q2 		– Sell
-301
Closed -$12K – 792
2021
Q1 		$12K Buy
+301
New +$13.7K 0.01% 537
2020
Q1 		– Sell
-110
Closed -$2K – 663
2019
Q4 		$2K Buy
+110
New +$1.95K ﹤0.01% 663

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Total Clarity Wealth Management's NVTA Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Invitae Corporation (NVTA) in Q4 2021, closing a stake of 151 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in NVTA in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 328 funds tracked by Wall St. Rank hold NVTA as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Invitae Corporation position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 151 Invitae Corporation shares in Q4 2021, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in Invitae Corporation in Q4 2019 and held it in 3 quarters.
  • Total Clarity Wealth Management's Invitae Corporation position peaked at $12K in Q1 2021.
  • 328 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.