Advisornet Financial’s Intellia Therapeutics NTLA Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-10,085	Closed	-$71.7K	–	2336
2025 Q1	$71.7K	Hold	10,085	–	–	0.01%	822
2024 Q4	$118K	Buy	10,085 +4,950	+96%	+$77.3K	0.01%	641
2024 Q3	$106K	Buy	5,135 +35	+0.7%	+$807	0.01%	687
2024 Q2	$114K	Buy	5,100 +1,980	+63%	+$47.1K	0.01%	605
2024 Q1	$85.8K	Buy	3,120 +1,116	+56%	+$31K	0.01%	671
2023 Q4	$61.1K	Buy	2,004 +4	+0.2%	+$115	0.01%	757
2023 Q3	$63.2K	Hold	2,000	–	–	0.01%	725
2023 Q2	$81.6K	Hold	2,000	–	–	0.01%	686
2023 Q1	$74.5K	Hold	2,000	–	–	0.01%	694
2022 Q4	$69.8K	Hold	2,000	–	–	0.01%	713
2022 Q3	$112K	Hold	2,000	–	–	0.01%	628
2022 Q2	$104K	Hold	2,000	–	–	0.01%	652
2022 Q1	$145K	Hold	2,000	–	–	0.01%	640
2021 Q4	$236K	Hold	2,000	–	–	0.01%	567
2021 Q3	$268K	Hold	2,000	–	–	0.02%	493
2021 Q2	$324K	Hold	2,000	–	–	0.02%	465
2021 Q1	$161K	Buy	+2,000	New	+$134K	0.01%	622

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's NTLA Position: Q2 2025 in Review

Advisornet Financial sold out of Intellia Therapeutics (NTLA) in Q2 2025, closing a stake of 10,085 shares — an estimated $71.7K sold.

Advisornet Financial first reported a position in NTLA in Q1 2021 and held it in 17 quarters. The position peaked at $324K in Q2 2021. 280 funds tracked by Wall St. Rank hold NTLA as of Q2 2025.

Advisornet Financial reported no remaining Intellia Therapeutics position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 10,085 Intellia Therapeutics shares in Q2 2025, an estimated $71.7K.
Advisornet Financial first reported a position in Intellia Therapeutics in Q1 2021 and held it in 17 quarters.
Advisornet Financial's Intellia Therapeutics position peaked at $324K in Q2 2021.
280 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.