Buckley Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Buckley 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 Q4	–	Sell	-4,000	Closed	-$224K	–	113
2022 Q3	$224K	Hold	4,000	–	–	0.08%	105
2022 Q2	$207K	Hold	4,000	–	–	0.07%	136
2022 Q1	$291K	Hold	4,000	–	–	0.08%	123
2021 Q4	$473K	Hold	4,000	–	–	0.14%	99
2021 Q3	$537K	Hold	4,000	–	–	0.17%	88
2021 Q2	$648K	Hold	4,000	–	–	0.22%	78
2021 Q1	$321K	Hold	4,000	–	–	0.12%	103
2020 Q4	$218K	Buy	+4,000	New	+$145K	0.09%	114

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Buckley Wealth Management's NTLA Position: Q4 2022 in Review

Buckley Wealth Management sold out of Intellia Therapeutics (NTLA) in Q4 2022, closing a stake of 4,000 shares — an estimated $224K sold.

Buckley Wealth Management first reported a position in NTLA in Q4 2020 and held it in 8 quarters. The position peaked at $648K in Q2 2021. 303 funds tracked by Wall St. Rank hold NTLA as of Q4 2022.

Buckley Wealth Management reported no remaining Intellia Therapeutics position as of Q4 2022 after selling out during the quarter.
Buckley Wealth Management sold 4,000 Intellia Therapeutics shares in Q4 2022, an estimated $224K.
Buckley Wealth Management first reported a position in Intellia Therapeutics in Q4 2020 and held it in 8 quarters.
Buckley Wealth Management's Intellia Therapeutics position peaked at $648K in Q2 2021.
303 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2022.

Based on Buckley Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.