Evoke Wealth’s Intellia Therapeutics NTLA Stock Holding History

Evoke Wealth’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	-3,350	Closed	-$187K	–	868
2022 Q3	$187K	Hold	3,350	–	–	0.01%	335
2022 Q2	$173K	Hold	3,350	–	–	0.01%	332
2022 Q1	$243K	Buy	3,350 +250	+8%	+$21.2K	0.01%	318
2021 Q4	$367K	Buy	+3,100	New	+$388K	0.01%	269

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

Evoke Wealth's NTLA Position: Q4 2022 in Review

Evoke Wealth sold out of Intellia Therapeutics (NTLA) in Q4 2022, closing a stake of 3,350 shares — an estimated $187K sold.

Evoke Wealth first reported a position in NTLA in Q4 2021 and held it in 4 quarters. The position peaked at $367K in Q4 2021. 303 funds tracked by Wall St. Rank hold NTLA as of Q4 2022.

Evoke Wealth reported no remaining Intellia Therapeutics position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,350 Intellia Therapeutics shares in Q4 2022, an estimated $187K.
Evoke Wealth first reported a position in Intellia Therapeutics in Q4 2021 and held it in 4 quarters.
Evoke Wealth's Intellia Therapeutics position peaked at $367K in Q4 2021.
303 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2022.

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