Wipfli Financial Advisors’s Invitae Corporation NVTA Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$3K	Buy	+1,401	New	+$4.25K	﹤0.01%	2252

Other funds holding NVTA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wipfli Financial Advisors's NVTA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invitae Corporation (NVTA) in Q3 2022: 1,401 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings.

284 funds tracked by Wall St. Rank hold NVTA as of Q3 2022.

Wipfli Financial Advisors held 1,401 shares of Invitae Corporation worth $3K as of Q3 2022.
Invitae Corporation was a new Wipfli Financial Advisors position in Q3 2022.
Invitae Corporation made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2252 holding.
284 funds tracked by Wall St. Rank held Invitae Corporation as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.