TSWM
NVTA

Tyler-Stone Wealth Management’s Invitae Corporation NVTA Stock Holding History

Tyler-Stone 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
2024
Q1 		– Sell
-24,440
Closed -$15.3K – 1007
2023
Q4 		$15.3K Buy
24,440
+12,700
+108% +$7.6K 0.01% 557
2023
Q3 		$7K Buy
11,740
+3,000
+34% +$3.12K ﹤0.01% 679
2023
Q2 		$10K Buy
+8,740
New +$11K 0.01% 624
2022
Q4 		$10K Hold
5,240
– – 0.01% 564
2022
Q3 		$13K Hold
5,240
– – 0.01% 507
2022
Q2 		$13K Buy
5,240
+2,500
+91% +$11.1K 0.01% 514
2022
Q1 		$22K Hold
2,740
– – 0.01% 465
2021
Q4 		$42K Buy
+2,740
New +$59.3K 0.02% 383

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tyler-Stone Wealth Management's NVTA Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 24,440 shares — an estimated $15.3K sold.

Tyler-Stone Wealth Management first reported a position in NVTA in Q4 2021 and held it in 8 quarters. The position peaked at $42K in Q4 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 24,440 Invitae Corporation shares in Q1 2024, an estimated $15.3K.
  • Tyler-Stone Wealth Management first reported a position in Invitae Corporation in Q4 2021 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's Invitae Corporation position peaked at $42K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.