Beaird Harris Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-25	Closed	-$560	–	650
2024 Q2	$560	Hold	25	–	–	﹤0.01%	623
2024 Q1	$688	Hold	25	–	–	﹤0.01%	573
2023 Q4	$763	Hold	25	–	–	﹤0.01%	542
2023 Q3	$791	Hold	25	–	–	﹤0.01%	401
2023 Q2	$1.02K	Hold	25	–	–	﹤0.01%	396
2023 Q1	$932	Hold	25	–	–	﹤0.01%	413
2022 Q4	$872	Hold	25	–	–	﹤0.01%	645
2022 Q3	$1K	Buy	+25	New	+$1.55K	﹤0.01%	447
2022 Q2	–	Sell	-25	Closed	-$2K	–	536
2022 Q1	$2K	Sell	25 -49	-66%	-$4.15K	﹤0.01%	525
2021 Q4	$9K	Buy	+74	New	+$9.27K	﹤0.01%	417

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's NTLA Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Intellia Therapeutics (NTLA) in Q3 2024, closing a stake of 25 shares — an estimated $560 sold.

Beaird Harris Wealth Management first reported a position in NTLA in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 283 funds tracked by Wall St. Rank hold NTLA as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Intellia Therapeutics position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 25 Intellia Therapeutics shares in Q3 2024, an estimated $560.
Beaird Harris Wealth Management first reported a position in Intellia Therapeutics in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Intellia Therapeutics position peaked at $9K in Q4 2021.
283 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.