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B. Riley Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

B. Riley 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
2025
Q4 		– Sell
-20,000
Closed -$3.45K – 1126
2025
Q3 		$3.45K Buy
+20,000
New +$246K ﹤0.01% 1068

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's NTLA Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q4 2025, closing a stake of 200 shares — an estimated $3.45K sold.

B. Riley Wealth Advisors first reported a position in NTLA in Q1 2021 and held it in 5 quarters. The position peaked at $557K in Q2 2021. 292 funds tracked by Wall St. Rank hold NTLA as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Intellia Therapeutics position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 200 Intellia Therapeutics shares in Q4 2025, an estimated $3.45K.
  • B. Riley Wealth Advisors first reported a position in Intellia Therapeutics in Q1 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Intellia Therapeutics position peaked at $557K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.