BWP
NTLA icon

Baldwin Wealth Partners’s Intellia Therapeutics NTLA Stock Holding History

Baldwin Wealth Partners’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
2024
Q3 		– Sell
-4
Closed -$90 – 1147
2024
Q2 		$90 Buy
+4
New +$95 ﹤0.01% 770
2019
Q4 		– Sell
-200
Closed -$3K – 551
2019
Q3 		$3K Hold
200
– – ﹤0.01% 491
2019
Q2 		$3K Hold
200
– – ﹤0.01% 486
2019
Q1 		$3K Hold
200
– – ﹤0.01% 485
2018
Q4 		$3K Buy
+200
New +$3.72K ﹤0.01% 480

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's NTLA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Intellia Therapeutics (NTLA) in Q3 2024, closing a stake of 4 shares — an estimated $90 sold.

Baldwin Wealth Partners first reported a position in NTLA in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 283 funds tracked by Wall St. Rank hold NTLA as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Intellia Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4 Intellia Therapeutics shares in Q3 2024, an estimated $90.
  • Baldwin Wealth Partners first reported a position in Intellia Therapeutics in Q4 2018 and held it in 5 quarters.
  • Baldwin Wealth Partners's Intellia Therapeutics position peaked at $3K in Q3 2019.
  • 283 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.