WAS
NVTA

Winch Advisory Services’s Invitae Corporation NVTA Stock Holding History

Winch 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
2021
Q3 		– Sell
-147
Closed -$5K – 523
2021
Q2 		$5K Buy
+147
New +$4.78K ﹤0.01% 342
2018
Q3 		– Sell
-200
Closed -$1K – 356
2018
Q2 		$1K Buy
+200
New +$1.33K ﹤0.01% 328

Other funds holding NVTA

ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Winch Advisory Services's NVTA Position: Q3 2021 in Review

Winch Advisory Services sold out of Invitae Corporation (NVTA) in Q3 2021, closing a stake of 147 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in NVTA in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 351 funds tracked by Wall St. Rank hold NVTA as of Q3 2021.

  • Winch Advisory Services reported no remaining Invitae Corporation position as of Q3 2021 after selling out during the quarter.
  • Winch Advisory Services sold 147 Invitae Corporation shares in Q3 2021, an estimated $5K.
  • Winch Advisory Services first reported a position in Invitae Corporation in Q2 2018 and held it in 2 quarters.
  • Winch Advisory Services's Invitae Corporation position peaked at $5K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.