Wealth Enhancement Advisory Services
NVTA

Wealth Enhancement Advisory Services’s Invitae Corporation NVTA Stock Holding History

Wealth Enhancement Advisory Services’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
-15,919
Closed -$9.98K – 2598
2023
Q4 		$9.98K Sell
15,919
-21,650
-58% -$12.9K ﹤0.01% 2285
2023
Q3 		$22.7K Buy
+37,569
New +$39K ﹤0.01% 2192

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

Wealth Enhancement Advisory Services's NVTA Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 15,919 shares — an estimated $9.98K sold.

Wealth Enhancement Advisory Services first reported a position in NVTA in Q3 2023 and held it in 2 quarters. The position peaked at $22.7K in Q3 2023. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,919 Invitae Corporation shares in Q1 2024, an estimated $9.98K.
  • Wealth Enhancement Advisory Services first reported a position in Invitae Corporation in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Invitae Corporation position peaked at $22.7K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.