High Net Worth Advisory Group’s Intellia Therapeutics NTLA Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,000	Closed	-$69.8K	–	442
2022 Q4	$69.8K	Hold	2,000	–	–	0.03%	283
2022 Q3	$112K	Buy	2,000 +500	+33%	+$31K	0.05%	229
2022 Q2	$78K	Hold	1,500	–	–	0.03%	268
2022 Q1	$109K	Hold	1,500	–	–	0.04%	238
2021 Q4	$177K	Buy	+1,500	New	+$188K	0.06%	195

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $7.75B AUM 33.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

High Net Worth Advisory Group's NTLA Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Intellia Therapeutics (NTLA) in Q1 2023, closing a stake of 2,000 shares — an estimated $69.8K sold.

High Net Worth Advisory Group first reported a position in NTLA in Q4 2021 and held it in 5 quarters. The position peaked at $177K in Q4 2021. 291 funds tracked by Wall St. Rank hold NTLA as of Q1 2023.

High Net Worth Advisory Group reported no remaining Intellia Therapeutics position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Intellia Therapeutics shares in Q1 2023, an estimated $69.8K.
High Net Worth Advisory Group first reported a position in Intellia Therapeutics in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Intellia Therapeutics position peaked at $177K in Q4 2021.
291 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.