WIM
NVTA

Westside Investment Management’s Invitae Corporation NVTA Stock Holding History

Westside Investment Management’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
-200
Closed -$125 – 918
2023
Q4 		$125 Sell
200
-600
-75% -$359 ﹤0.01% 853
2023
Q3 		$484 Hold
800
– – ﹤0.01% 812
2023
Q2 		$904 Hold
800
– – ﹤0.01% 804
2023
Q1 		$1.08K Hold
800
– – ﹤0.01% 789
2022
Q4 		$1 Sell
800
-300
-27% -$732 ﹤0.01% 796
2022
Q3 		$739 Hold
1,100
– – ﹤0.01% 277
2022
Q2 		$2.54K Hold
1,100
– – 0.01% 234
2022
Q1 		$2.55K Hold
1,100
– – 0.01% 233
2021
Q4 		$8.61K Hold
1,100
– – 0.02% 191
2021
Q3 		$8.62K Hold
1,100
– – 0.02% 192
2021
Q2 		$10.1K Buy
1,100
+600
+120% +$19.5K 0.02% 183
2021
Q1 		$11.5K Buy
+500
New +$22.7K 0.03% 166

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 $2.19B AUM 21.28% 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

Westside Investment Management's NVTA Position: Q1 2024 in Review

Westside Investment Management sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 200 shares — an estimated $125 sold.

Westside Investment Management first reported a position in NVTA in Q1 2021 and held it in 12 quarters. The position peaked at $11.5K in Q1 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • Westside Investment Management reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • Westside Investment Management sold 200 Invitae Corporation shares in Q1 2024, an estimated $125.
  • Westside Investment Management first reported a position in Invitae Corporation in Q1 2021 and held it in 12 quarters.
  • Westside Investment Management's Invitae Corporation position peaked at $11.5K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on Westside Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.