Cetera Investment Advisers
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Cetera Investment Advisers’s Intellia Therapeutics NTLA Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$690K Buy
53,793
+3,192
+6% +$40.7K ﹤0.01% 3229
2025
Q4 		$455K Buy
50,601
+13,849
+38% +$191K ﹤0.01% 3517
2025
Q3 		$635K Buy
36,752
+3,220
+10% +$39.7K ﹤0.01% 3188
2025
Q2 		$315K Buy
33,532
+10,785
+47% +$88.6K ﹤0.01% 3354
2025
Q1 		$162K Buy
22,747
+9,599
+73% +$97K ﹤0.01% 3662
2024
Q4 		$153K Sell
13,148
-4,788
-27% -$74.7K ﹤0.01% 3496
2024
Q3 		$369K Sell
17,936
-4,731
-21% -$109K ﹤0.01% 2895
2024
Q2 		$507K Sell
22,667
-26,286
-54% -$626K ﹤0.01% 2580
2024
Q1 		$1.35M Buy
+48,953
New +$1.36M ﹤0.01% 1843
2022
Q2 		– Sell
-2,915
Closed -$212K – 1913
2022
Q1 		$212K Sell
2,915
-141
-5% -$11.9K ﹤0.01% 1675
2021
Q4 		$361K Buy
3,056
+25
+0.8% +$3.13K 0.01% 1382
2021
Q3 		$407K Sell
3,031
-256
-8% -$38.8K 0.01% 1257
2021
Q2 		$532K Buy
+3,287
New +$256K 0.01% 1092

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return