Cassady Schiller Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Cassady Schiller 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 Q4	$723	Buy	+62	New	+$968	﹤0.01%	869

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

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

Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 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 $154B AUM 29.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cassady Schiller Wealth Management's NTLA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Intellia Therapeutics (NTLA) in Q4 2024: 62 shares worth $723. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

293 funds tracked by Wall St. Rank hold NTLA as of Q4 2024.

Cassady Schiller Wealth Management held 62 shares of Intellia Therapeutics worth $723 as of Q4 2024.
Intellia Therapeutics was a new Cassady Schiller Wealth Management position in Q4 2024.
Intellia Therapeutics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #869 holding.
293 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.