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Invitae shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Invitae

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

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Quarterly reported holdings in Invitae by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $39k 62k 0.63
2023-09-30 $38k 62k 0.61
2023-06-30 $58k 51k 1.13
2023-03-31 $15k 11k 1.35

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Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Modera 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