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IHT Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

IHT 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
2023
Q3 		– Sell
-4,964
Closed -$202K – 1009
2023
Q2 		$202K Buy
+4,964
New +$201K 0.01% 882
2022
Q2 		– Sell
-3,292
Closed -$239K – 789
2022
Q1 		$239K Buy
3,292
+92
+3% +$7.79K 0.02% 651
2021
Q4 		$378K Buy
3,200
+495
+18% +$62K 0.03% 524
2021
Q3 		$363K Sell
2,705
-3,803
-58% -$576K 0.03% 532
2021
Q2 		$1.05M Sell
6,508
-365
-5% -$28.4K 0.07% 308
2021
Q1 		$552K Sell
6,873
-7,658
-53% -$514K 0.04% 423
2020
Q4 		$790K Sell
14,531
-494
-3% -$17.9K 0.07% 287
2020
Q3 		$299K Buy
15,025
+4,620
+44% +$96.3K 0.03% 480
2020
Q2 		$219K Sell
10,405
-2,100
-17% -$35.7K 0.03% 494
2020
Q1 		$153K Buy
+12,505
New +$168K 0.02% 497
2019
Q2 		– Sell
-10,534
Closed -$180K – 558
2019
Q1 		$180K Buy
10,534
+212
+2% +$3.16K 0.03% 472
2018
Q4 		$141K Buy
10,322
+2,280
+28% +$42.4K 0.03% 444
2018
Q3 		$230K Sell
8,042
-200
-2% -$5.82K 0.05% 379
2018
Q2 		$226K Hold
8,242
– – 0.06% 358
2018
Q1 		$170K Buy
8,242
+200
+2% +$4.92K 0.05% 380
2017
Q4 		$161K Hold
8,042
– – 0.04% 390
2017
Q3 		$234K Sell
8,042
-328
-4% -$6.18K 0.1% 221
2017
Q2 		$1 Buy
8,370
+90
+1% +$1.26K ﹤0.01% 1335
2017
Q1 		$117K Buy
+8,280
New +$111K 0.08% 255

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

IHT Wealth Management's NTLA Position: Q3 2023 in Review

IHT Wealth Management sold out of Intellia Therapeutics (NTLA) in Q3 2023, closing a stake of 4,964 shares — an estimated $202K sold.

IHT Wealth Management first reported a position in NTLA in Q1 2017 and held it in 19 quarters. The position peaked at $1.05M in Q2 2021. 284 funds tracked by Wall St. Rank hold NTLA as of Q3 2023.

  • IHT Wealth Management reported no remaining Intellia Therapeutics position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 4,964 Intellia Therapeutics shares in Q3 2023, an estimated $202K.
  • IHT Wealth Management first reported a position in Intellia Therapeutics in Q1 2017 and held it in 19 quarters.
  • IHT Wealth Management's Intellia Therapeutics position peaked at $1.05M in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.