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Invitae shares owned by Gradient Investments

Quarter-by-quarter ownership of Invitae (NVTAQ) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Invitae

Tip: Access up to 7 years of quarterly data

All positions including Invitae held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invitae by Gradient Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $110 175 0.63
2023-09-30 $105 175 0.61
2023-06-30 $197 175 1.13

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

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