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Invitae shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Invitae (NVTAQ) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Invitae

Tip: Access up to 7 years of quarterly data

All positions including Invitae held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invitae by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $188 300 0.63
2022-06-30 $0 0 0.00

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Invitae

Nikko Asset Management Americas
Vanguard Group
D. E. Shaw & Co
AH Capital Management
Charles Schwab Investment Management
Baker Bros. Advisors
Jpmorgan Chase & Co
Redmile Group
UBS Group
Goldman Sachs Group
Citadel Advisors
Credit Suisse
Vestmark Advisory Solutions
Millennium Management
Bank of America Corporation

View all funds holding Invitae