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Invitae shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Invitae

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invitae by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $63 100 0.63
2023-09-30 $559 925 0.61
2023-06-30 $1.0k 925 1.13
2023-03-31 $1.2k 925 1.35
2022-12-31 $3.3k 1.8k 1.86
2022-06-30 $999 432 2.31
2022-03-31 $1.0k 121 8.26
2021-12-31 $2.0k 121 16.53

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

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