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Congress Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Congress 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
2025
Q1 		– Sell
-20,000
Closed -$233K – 1104
2024
Q4 		$233K Buy
+20,000
New +$312K ﹤0.01% 821

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Congress Wealth Management's NTLA Position: Q1 2025 in Review

Congress Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2025, closing a stake of 20,000 shares — an estimated $233K sold.

Congress Wealth Management first reported a position in NTLA in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 294 funds tracked by Wall St. Rank hold NTLA as of Q1 2025.

  • Congress Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 20,000 Intellia Therapeutics shares in Q1 2025, an estimated $233K.
  • Congress Wealth Management first reported a position in Intellia Therapeutics in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Intellia Therapeutics position peaked at $233K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.