Gerber Kawasaki Wealth & Investment Management’s Intellia Therapeutics NTLA Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q2	–	Sell	-3,570	Closed	-$259K	–	262
2022 Q1	$259K	Hold	3,570	–	–	0.02%	221
2021 Q4	$422K	Sell	3,570 -100	-3%	-$12.5K	0.03%	173
2021 Q3	$492K	Hold	3,670	–	–	0.06%	107
2021 Q2	$594K	Hold	3,670	–	–	0.06%	135
2021 Q1	$294K	Buy	+3,670	New	+$246K	0.04%	171

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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NTLA Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Intellia Therapeutics (NTLA) in Q2 2022, closing a stake of 3,570 shares — an estimated $259K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NTLA in Q1 2021 and held it in 5 quarters. The position peaked at $594K in Q2 2021. 300 funds tracked by Wall St. Rank hold NTLA as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Intellia Therapeutics position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,570 Intellia Therapeutics shares in Q2 2022, an estimated $259K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Intellia Therapeutics in Q1 2021 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's Intellia Therapeutics position peaked at $594K in Q2 2021.
300 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.