Arete Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

Arete Wealth Advisors’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
2026 Q1	–	Sell	-30,843	Closed	-$277K	–	367
2025 Q4	$277K	Buy	30,843 +15,675	+103%	+$216K	0.02%	344
2025 Q3	$262K	Hold	15,168	–	–	0.02%	642
2025 Q2	$142K	Buy	15,168 +2,656	+21%	+$21.8K	0.01%	699
2025 Q1	$89K	Buy	12,512 +2,240	+22%	+$22.6K	0.01%	694
2024 Q4	$121K	Buy	+10,272	New	+$160K	0.01%	719
2024 Q1	–	Sell	-7,220	Closed	-$220K	–	616
2023 Q4	$220K	Buy	7,220 +182	+3%	+$5.23K	0.02%	647
2023 Q3	$223K	Buy	+7,038	New	+$273K	0.04%	410
2022 Q2	–	Sell	-2,874	Closed	-$209K	–	527
2022 Q1	$209K	Sell	2,874 -73	-2%	-$6.18K	0.02%	470
2021 Q4	$348K	Buy	+2,947	New	+$369K	0.03%	358

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arete Wealth Advisors's NTLA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q1 2026, closing a stake of 30,843 shares — an estimated $277K sold.

Arete Wealth Advisors first reported a position in NTLA in Q4 2021 and held it in 9 quarters. The position peaked at $348K in Q4 2021. 304 funds tracked by Wall St. Rank hold NTLA as of Q1 2026.

Arete Wealth Advisors reported no remaining Intellia Therapeutics position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 30,843 Intellia Therapeutics shares in Q1 2026, an estimated $277K.
Arete Wealth Advisors first reported a position in Intellia Therapeutics in Q4 2021 and held it in 9 quarters.
Arete Wealth Advisors's Intellia Therapeutics position peaked at $348K in Q4 2021.
304 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.