Invitae shares owned by Creative Planning
Historical chart of Creative Planning investment in Invitae
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All positions including Invitae held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Invitae by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11k | 18k | 0.63 |
| 2023-09-30 | $25k | 41k | 0.61 |
| 2023-06-30 | $110k | 98k | 1.13 |
| 2023-03-31 | $112k | 83k | 1.35 |
| 2022-12-31 | $150k | 81k | 1.86 |
| 2022-09-30 | $220k | 89k | 2.46 |
| 2022-06-30 | $199k | 82k | 2.44 |
| 2022-03-31 | $441k | 55k | 7.97 |
| 2021-12-31 | $838k | 55k | 15.27 |
| 2021-09-30 | $254k | 57k | 4.44 |
| 2021-06-30 | $1.9M | 58k | 33.73 |
| 2021-03-31 | $3.0M | 79k | 38.21 |
| 2020-12-31 | $2.8M | 66k | 41.80 |
| 2020-09-30 | $2.7M | 63k | 43.36 |
| 2020-06-30 | $1.7M | 56k | 30.28 |
| 2020-03-31 | $910k | 67k | 13.66 |
| 2019-12-31 | $852k | 53k | 16.12 |
| 2019-09-30 | $1.0M | 53k | 19.27 |
| 2019-06-30 | $1.2M | 53k | 23.50 |
| 2019-03-31 | $1.2M | 51k | 23.42 |
| 2018-12-31 | $560k | 51k | 11.06 |
| 2018-09-30 | $848k | 51k | 16.74 |
| 2018-06-30 | $372k | 51k | 7.35 |
| 2018-03-31 | $237k | 51k | 4.69 |
| 2017-12-31 | $459k | 51k | 9.09 |
| 2016-12-31 | $6.0k | 700 | 8.57 |