FinTrust Capital Advisors’s Intellia Therapeutics NTLA Stock Holding History

FinTrust Capital Advisors’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	-100	Closed	-$6K	–	1252
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	990
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	978
2022 Q1	$7K	Sell	100 -109	-52%	-$9.23K	﹤0.01%	1019
2021 Q4	$25K	Sell	209 -800	-79%	-$100K	0.01%	684
2021 Q3	$135K	Buy	1,009 +284	+39%	+$43K	0.04%	346
2021 Q2	$117K	Buy	+725	New	+$56.5K	0.03%	385

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

FinTrust Capital Advisors's NTLA Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Intellia Therapeutics (NTLA) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

FinTrust Capital Advisors first reported a position in NTLA in Q2 2021 and held it in 6 quarters. The position peaked at $135K in Q3 2021. 303 funds tracked by Wall St. Rank hold NTLA as of Q4 2022.

FinTrust Capital Advisors reported no remaining Intellia Therapeutics position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 100 Intellia Therapeutics shares in Q4 2022, an estimated $6K.
FinTrust Capital Advisors first reported a position in Intellia Therapeutics in Q2 2021 and held it in 6 quarters.
FinTrust Capital Advisors's Intellia Therapeutics position peaked at $135K in Q3 2021.
303 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.