WA
NVTA

Wealth Architects’s Invitae Corporation NVTA Stock Holding History

Wealth Architects’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
2020
Q4 		– Sell
-6,121
Closed -$265K – 168
2020
Q3 		$265K Buy
+6,121
New +$209K 0.07% 117

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 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
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Wealth Architects's NVTA Position: Q4 2020 in Review

Wealth Architects sold out of Invitae Corporation (NVTA) in Q4 2020, closing a stake of 6,121 shares — an estimated $265K sold.

Wealth Architects first reported a position in NVTA in Q3 2020 and held it in 1 quarter. The position peaked at $265K in Q3 2020. 351 funds tracked by Wall St. Rank hold NVTA as of Q4 2020.

  • Wealth Architects reported no remaining Invitae Corporation position as of Q4 2020 after selling out during the quarter.
  • Wealth Architects sold 6,121 Invitae Corporation shares in Q4 2020, an estimated $265K.
  • Wealth Architects first reported a position in Invitae Corporation in Q3 2020 and held it in 1 quarter.
  • Wealth Architects's Invitae Corporation position peaked at $265K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q4 2020.

Based on Wealth Architects's 13F filing for Q4 2020, filed 28 Jan 2021.