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Invitae shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Invitae (NVTAQ) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Invitae

Tip: Access up to 7 years of quarterly data

All positions including Invitae held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invitae by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.6k 14k 0.61
2023-06-30 $23k 21k 1.13
2023-03-31 $25k 18k 1.35
2022-12-31 $42k 23k 1.86
2022-09-30 $643k 261k 2.46
2022-06-30 $581k 238k 2.44
2022-03-31 $1.2M 155k 7.97
2021-12-31 $1.3M 87k 15.27
2021-09-30 $227k 8.0k 28.42
2018-09-30 $24k 1.7k 14.25