Berman Capital Advisors’s Intellia Therapeutics NTLA Stock Holding History

Berman Capital 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
2021 Q3	$48K	Buy	358 +63	+21%	+$9.54K	0.01%	692
2021 Q2	$47K	Buy	295 +37	+14%	+$2.88K	0.01%	614
2021 Q1	$20K	Buy	258 +172	+200%	+$11.5K	﹤0.01%	796
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	1230
2020 Q3	$1K	Hold	86	–	–	﹤0.01%	1482
2020 Q2	$1K	Hold	86	–	–	﹤0.01%	1468
2020 Q1	$1K	Hold	86	–	–	﹤0.01%	1335
2019 Q4	$1K	Buy	86 +13	+18%	+$181	﹤0.01%	1360
2019 Q3	$0	Hold	73	–	–	﹤0.01%	1535
2019 Q2	$1K	Hold	73	–	–	﹤0.01%	1357
2019 Q1	$1K	Buy	+73	New	+$1.09K	﹤0.01%	1242

Other funds holding NTLA

AIM

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's NTLA Position: Q3 2021 in Review

Berman Capital Advisors increased its Intellia Therapeutics (NTLA) stake by 21% in Q3 2021, buying an estimated $9.54K and bringing the position to 358 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #692.

Berman Capital Advisors first reported a position in NTLA in Q1 2019 and has held it in 11 quarters since. 365 funds tracked by Wall St. Rank hold NTLA as of Q3 2021.

Berman Capital Advisors held 358 shares of Intellia Therapeutics worth $48K as of Q3 2021.
Berman Capital Advisors bought 63 Intellia Therapeutics shares in Q3 2021, an estimated $9.54K.
Intellia Therapeutics made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #692 holding.
Berman Capital Advisors first reported a position in Intellia Therapeutics in Q1 2019 and has held it in 11 quarters since.
365 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.