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Invitae shares owned by Newman & Schimel

Quarter-by-quarter ownership of Invitae (NVTAQ) shares owned by Newman & Schimel from 13F filings

Historical chart of Newman & Schimel investment in Invitae

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All positions including Invitae held by Newman & Schimel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invitae by Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $27k 15k 1.86

More positions owned by Newman & Schimel

Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Star Funds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mrk Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p 500 Etf (IVV)

View all positions for Newman & Schimel

Top funds holding Invitae

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American International
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XTX Topco
Financial Gravity Wealth
Nelson, Van Denburg & Campbell Wealth Management
AdvisorNet Financial
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View all funds holding Invitae