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AllSquare Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

AllSquare 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
2025
Q3 		$12.3K Hold
715
– – 0.01% 368
2025
Q2 		$6.71K Hold
715
– – ﹤0.01% 412
2025
Q1 		$5.08K Hold
715
– – ﹤0.01% 432
2024
Q4 		$8.34K Sell
715
-54
-7% -$843 ﹤0.01% 395
2024
Q3 		$15.8K Hold
769
– – 0.01% 335
2024
Q2 		$17.2K Hold
769
– – 0.01% 320
2024
Q1 		$21.2K Hold
769
– – 0.01% 294
2023
Q4 		$23.4K Hold
769
– – 0.01% 279
2023
Q3 		$24.3K Sell
769
-1,100
-59% -$42.7K 0.02% 276
2023
Q2 		$70.2K Hold
1,869
– – 0.05% 175
2023
Q1 		$69.7K Hold
1,869
– – 0.05% 175
2022
Q4 		$65.2K Hold
1,869
– – 0.04% 175
2022
Q3 		$105K Hold
1,869
– – 0.08% 122
2022
Q2 		$97K Hold
1,869
– – 0.07% 131
2022
Q1 		$136K Hold
1,869
– – 0.08% 120
2021
Q4 		$221K Hold
1,869
– – 0.13% 95
2021
Q3 		$251K Hold
1,869
– – 0.15% 84
2021
Q2 		$303K Sell
1,869
-230
-11% -$17.9K 0.18% 74
2021
Q1 		$168K Buy
2,099
+33
+2% +$2.21K 0.1% 106
2020
Q4 		$112K Buy
2,066
+184
+10% +$6.68K 0.07% 126
2020
Q3 		$37K Sell
1,882
-248
-12% -$5.17K 0.03% 229
2020
Q2 		$45K Buy
2,130
+1,048
+97% +$17.8K 0.03% 188
2020
Q1 		$13K Hold
1,082
– – 0.01% 277
2019
Q4 		$16K Hold
1,082
– – 0.01% 283
2019
Q3 		$14K Buy
1,082
+90
+9% +$1.44K 0.01% 297
2019
Q2 		$16K Hold
992
– – 0.01% 285
2019
Q1 		$17K Buy
992
+875
+748% +$13K 0.01% 269
2018
Q4 		$2K Hold
117
– – ﹤0.01% 424
2018
Q3 		$3K Sell
117
-58
-33% -$1.69K ﹤0.01% 434
2018
Q2 		$5K Hold
175
– – ﹤0.01% 404
2018
Q1 		$4K Buy
175
+75
+75% +$1.84K ﹤0.01% 338
2017
Q4 		$2K Sell
100
-19
-16% -$439 ﹤0.01% 361
2017
Q3 		$3K Buy
+119
New +$2.24K ﹤0.01% 326

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's NTLA Position: Q3 2025 in Review

AllSquare Wealth Management held its Intellia Therapeutics (NTLA) position steady in Q3 2025 at 715 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #368.

AllSquare Wealth Management first reported a position in NTLA in Q3 2017 and has held it in 33 quarters since. The position peaked at $303K in Q2 2021. 282 funds tracked by Wall St. Rank hold NTLA as of Q3 2025.

  • AllSquare Wealth Management held 715 shares of Intellia Therapeutics worth $12.3K as of Q3 2025.
  • AllSquare Wealth Management left its Intellia Therapeutics share count unchanged in Q3 2025.
  • Intellia Therapeutics made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #368 holding.
  • AllSquare Wealth Management first reported a position in Intellia Therapeutics in Q3 2017 and has held it in 33 quarters since.
  • AllSquare Wealth Management's Intellia Therapeutics position peaked at $303K in Q2 2021.
  • 282 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.