IFP Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.2K | Buy |
1,498
+705
| +89% | +$8.98K | ﹤0.01% | 2802 |
|
|
2025
Q4 | $7.13K | Sell |
793
-3
| -0.4% | -$41 | ﹤0.01% | 3233 |
|
|
2025
Q3 | $13.7K | Buy |
+796
| New | +$9.8K | ﹤0.01% | 2753 |
|
|
2025
Q2 | – | Sell |
-202
| Closed | -$1.66K | – | 2776 |
|
|
2025
Q1 | $1.44K | Buy |
202
+181
| +862% | +$1.83K | ﹤0.01% | 3249 |
|
|
2024
Q4 | $245 | Buy |
+21
| New | +$328 | ﹤0.01% | 3638 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$22 | – | 3403 |
|
|
2024
Q2 | $22 | Buy |
+1
| New | +$24 | ﹤0.01% | 3201 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.43K | – | 3475 |
|
|
2023
Q2 | $1.43K | Buy |
+35
| New | +$1.42K | ﹤0.01% | 2979 |
|
|
2023
Q1 | – | Sell |
-228
| Closed | -$6K | – | 4086 |
|
|
2022
Q4 | $6K | Sell |
228
-50
| -18% | -$2.38K | ﹤0.01% | 3709 |
|
|
2022
Q3 | $22K | Hold |
278
| – | – | ﹤0.01% | 3004 |
|
|
2022
Q2 | $22K | Hold |
278
| – | – | ﹤0.01% | 2762 |
|
|
2022
Q1 | $22K | Buy |
278
+257
| +1,224% | +$21.8K | ﹤0.01% | 2761 |
|
|
2021
Q4 | $3K | Buy |
+21
| New | +$2.63K | ﹤0.01% | 2679 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4226 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3964 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3884 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3714 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3584 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3421 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3381 |
|
|
2019
Q4 | – | Sell |
-215
| Closed | -$2.99K | – | 3364 |
|
|
2019
Q3 | $3K | Buy |
+215
| New | +$3.43K | ﹤0.01% | 2558 |
|
|
2019
Q1 | $4K | Sell |
215
-1,000
| -82% | -$14.9K | ﹤0.01% | 1941 |
|
|
2018
Q4 | $16K | Buy |
1,215
+250
| +26% | +$4.65K | ﹤0.01% | 2253 |
|
|
2018
Q3 | $28K | Sell |
965
-915
| -49% | -$26.6K | ﹤0.01% | 2255 |
|
|
2018
Q2 | $51K | Buy |
1,880
+130
| +7% | +$3.15K | ﹤0.01% | 1893 |
|
|
2018
Q1 | $34K | Hold |
1,750
| – | – | ﹤0.01% | 2036 |
|
|
2017
Q4 | $34K | Buy |
1,750
+1,460
| +503% | +$33.7K | ﹤0.01% | 2061 |
|
|
2017
Q3 | $7K | Buy |
290
+50
| +21% | +$942 | ﹤0.01% | 3228 |
|
|
2017
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 3516 |
|
|
2017
Q1 | $3K | Hold |
240
| – | – | ﹤0.01% | 3548 |
|
|
2016
Q4 | $3K | Hold |
240
| – | – | ﹤0.01% | 3527 |
|
|
2016
Q3 | $4K | Buy |
+240
| New | +$4.64K | ﹤0.01% | 3347 |
|
Other funds holding NTLA
AIM
VPM
VCM
RP
