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NVTA

WealthPLAN Partners’s Invitae Corporation NVTA Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-500
Closed -$565 – 1242
2023
Q2 		$565 Hold
500
– – ﹤0.01% 1174
2023
Q1 		$675 Buy
+500
New +$985 ﹤0.01% 1231

Other funds holding NVTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's NVTA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invitae Corporation (NVTA) in Q3 2023, closing a stake of 500 shares — an estimated $565 sold.

WealthPLAN Partners first reported a position in NVTA in Q1 2023 and held it in 2 quarters. The position peaked at $675 in Q1 2023. 217 funds tracked by Wall St. Rank hold NVTA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invitae Corporation position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 500 Invitae Corporation shares in Q3 2023, an estimated $565.
  • WealthPLAN Partners first reported a position in Invitae Corporation in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invitae Corporation position peaked at $675 in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.