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Harvest Group Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Harvest Group 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
2019
Q4 		– Sell
-200
Closed -$3K – 1011
2019
Q3 		$3K Buy
+200
New +$3.19K ﹤0.01% 580

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Group Wealth Management's NTLA Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Intellia Therapeutics (NTLA) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in NTLA in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 143 funds tracked by Wall St. Rank hold NTLA as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Intellia Therapeutics position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 200 Intellia Therapeutics shares in Q4 2019, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Intellia Therapeutics in Q3 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Intellia Therapeutics position peaked at $3K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.