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Accurate Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Accurate Wealth Management’s Portfolio NTLA Stock Details NTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$756 – 1007
2022
Q4 		$756 Buy
+20
New +$951 ﹤0.01% 1430

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accurate Wealth Management's NTLA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2023, closing a stake of 20 shares — an estimated $756 sold.

Accurate Wealth Management first reported a position in NTLA in Q4 2022 and held it in 1 quarter. The position peaked at $756 in Q4 2022. 290 funds tracked by Wall St. Rank hold NTLA as of Q1 2023.

  • Accurate Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 20 Intellia Therapeutics shares in Q1 2023, an estimated $756.
  • Accurate Wealth Management first reported a position in Intellia Therapeutics in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Intellia Therapeutics position peaked at $756 in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.