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Atria Wealth Solutions’s Intellia Therapeutics NTLA Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-7,251
Closed -$270K – 1949
2023
Q1 		$270K Sell
7,251
-562
-7% -$22K ﹤0.01% 1477
2022
Q4 		$273K Sell
7,813
-150
-2% -$7.13K ﹤0.01% 1419
2022
Q3 		$446K Sell
7,963
-333
-4% -$20.7K 0.01% 1086
2022
Q2 		$429K Buy
8,296
+3,946
+91% +$200K 0.01% 1049
2022
Q1 		$316K Buy
+4,350
New +$369K 0.01% 1287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Atria Wealth Solutions's NTLA Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Intellia Therapeutics (NTLA) in Q2 2023, closing a stake of 7,251 shares — an estimated $270K sold.

Atria Wealth Solutions first reported a position in NTLA in Q1 2022 and held it in 5 quarters. The position peaked at $446K in Q3 2022. 290 funds tracked by Wall St. Rank hold NTLA as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Intellia Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,251 Intellia Therapeutics shares in Q2 2023, an estimated $270K.
  • Atria Wealth Solutions first reported a position in Intellia Therapeutics in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Intellia Therapeutics position peaked at $446K in Q3 2022.
  • 290 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.