Wells Fargo
NVTA

Wells Fargo’s Invitae Corporation NVTA Stock Holding History

Wells Fargo’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
2021
Q4 		– Sell
-25,000
Closed -$711K – 8037
2021
Q3 		$711K Buy
+25,000
New +$733K ﹤0.01% 4458

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 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 $2.19B AUM 21.28% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo's NVTA Position: Q1 2024 in Review

Wells Fargo sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 118,098 shares — an estimated $74K sold.

Wells Fargo first reported a position in NVTA in Q1 2015 and held it in 36 quarters. The position peaked at $47.6M in Q3 2020. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Wells Fargo reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 118,098 Invitae Corporation shares in Q1 2024, an estimated $74K.
  • Wells Fargo first reported a position in Invitae Corporation in Q1 2015 and held it in 36 quarters.
  • Wells Fargo's Invitae Corporation position peaked at $47.6M in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.