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Asset Planning Inc’s Intellia Therapeutics NTLA Stock Holding History

Asset Planning Inc’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
Q1 		– Sell
-37
Closed -$431 – 319
2024
Q4 		$431 Buy
+37
New +$577 ﹤0.01% 307

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Asset Planning Inc's NTLA Position: Q1 2025 in Review

Asset Planning Inc sold out of Intellia Therapeutics (NTLA) in Q1 2025, closing a stake of 37 shares — an estimated $431 sold.

Asset Planning Inc first reported a position in NTLA in Q4 2024 and held it in 1 quarter. The position peaked at $431 in Q4 2024. 294 funds tracked by Wall St. Rank hold NTLA as of Q1 2025.

  • Asset Planning Inc reported no remaining Intellia Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 37 Intellia Therapeutics shares in Q1 2025, an estimated $431.
  • Asset Planning Inc first reported a position in Intellia Therapeutics in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Intellia Therapeutics position peaked at $431 in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.