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Castle Financial & Retirement Planning Associates’s Intellia Therapeutics NTLA Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$11K Buy
+116
New +$14.5K 0.04% 99

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NTLA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Intellia Therapeutics (NTLA) in Q4 2021: 116 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings.

372 funds tracked by Wall St. Rank hold NTLA as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 116 shares of Intellia Therapeutics worth $11K as of Q4 2021.
  • Intellia Therapeutics was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Intellia Therapeutics made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #99 holding.
  • 372 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.