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WealthPLAN Partners’s Natera NTRA Stock Holding History

WealthPLAN Partners’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$777 – 1353
2023
Q1 		$777 Buy
+14
New +$672 ﹤0.01% 1225

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SC
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State Street
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SI
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

WealthPLAN Partners's NTRA Position: Q2 2023 in Review

WealthPLAN Partners sold out of Natera (NTRA) in Q2 2023, closing a stake of 14 shares — an estimated $777 sold.

WealthPLAN Partners first reported a position in NTRA in Q1 2023 and held it in 1 quarter. The position peaked at $777 in Q1 2023. 317 funds tracked by Wall St. Rank hold NTRA as of Q2 2023.

  • WealthPLAN Partners reported no remaining Natera position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 14 Natera shares in Q2 2023, an estimated $777.
  • WealthPLAN Partners first reported a position in Natera in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Natera position peaked at $777 in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Natera as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.