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IAG Wealth Partners’s Intellia Therapeutics NTLA Stock Holding History

IAG Wealth Partners’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
2025
Q2 		– Sell
-480
Closed -$3.41K – 517
2025
Q1 		$3.41K Buy
480
+5
+1% +$51 ﹤0.01% 430
2024
Q4 		$5.54K Buy
+475
New +$7.41K ﹤0.01% 414

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's NTLA Position: Q2 2025 in Review

IAG Wealth Partners sold out of Intellia Therapeutics (NTLA) in Q2 2025, closing a stake of 480 shares — an estimated $3.41K sold.

IAG Wealth Partners first reported a position in NTLA in Q4 2024 and held it in 2 quarters. The position peaked at $5.54K in Q4 2024. 280 funds tracked by Wall St. Rank hold NTLA as of Q2 2025.

  • IAG Wealth Partners reported no remaining Intellia Therapeutics position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 480 Intellia Therapeutics shares in Q2 2025, an estimated $3.41K.
  • IAG Wealth Partners first reported a position in Intellia Therapeutics in Q4 2024 and held it in 2 quarters.
  • IAG Wealth Partners's Intellia Therapeutics position peaked at $5.54K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.