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Avitas Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Avitas 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
2022
Q1 		– Sell
-8,391
Closed -$992K – 209
2021
Q4 		$992K Buy
8,391
+448
+6% +$56.1K 0.17% 127
2021
Q3 		$1.07M Sell
7,943
-8
-0.1% -$1.21K 0.19% 126
2021
Q2 		$1.29M Sell
7,951
-2,641
-25% -$206K 0.23% 125
2021
Q1 		$850K Sell
10,592
-7,535
-42% -$506K 0.17% 148
2020
Q4 		$986K Buy
+18,127
New +$658K 0.2% 141

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avitas Wealth Management's NTLA Position: Q1 2022 in Review

Avitas Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2022, closing a stake of 8,391 shares — an estimated $992K sold.

Avitas Wealth Management first reported a position in NTLA in Q4 2020 and held it in 5 quarters. The position peaked at $1.29M in Q2 2021. 348 funds tracked by Wall St. Rank hold NTLA as of Q1 2022.

  • Avitas Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 8,391 Intellia Therapeutics shares in Q1 2022, an estimated $992K.
  • Avitas Wealth Management first reported a position in Intellia Therapeutics in Q4 2020 and held it in 5 quarters.
  • Avitas Wealth Management's Intellia Therapeutics position peaked at $1.29M in Q2 2021.
  • 348 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.