Toth Financial Advisory’s Invitae Corporation NVTA Stock Holding History

Toth Financial Advisory’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	-385	Closed	-$242	–	784
2023 Q4	$242	Hold	385	–	–	﹤0.01%	714
2023 Q3	$233	Hold	385	–	–	﹤0.01%	741
2023 Q2	$436	Hold	385	–	–	﹤0.01%	748
2023 Q1	$520	Hold	385	–	–	﹤0.01%	773
2022 Q4	$716	Hold	385	–	–	﹤0.01%	679
2022 Q3	$1K	Hold	385	–	–	﹤0.01%	735
2022 Q2	$1K	Hold	385	–	–	﹤0.01%	687
2022 Q1	$3K	Hold	385	–	–	﹤0.01%	607
2021 Q4	$6K	Hold	385	–	–	﹤0.01%	557
2021 Q3	$11K	Sell	385 -200	-34%	-$5.86K	﹤0.01%	474
2021 Q2	$20K	Hold	585	–	–	﹤0.01%	379
2021 Q1	$22K	Buy	585 +485	+485%	+$22K	﹤0.01%	372
2020 Q4	$4K	Buy	+100	New	+$4.78K	﹤0.01%	484
2020 Q1	–	Sell	-100	Closed	-$2K	–	548
2019 Q4	$2K	Buy	+100	New	+$1.77K	﹤0.01%	439

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