Institutional & Family Asset Management’s Intellia Therapeutics NTLA Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell	-11	Closed	-$335	–	768
2023 Q4	$335	Hold	11	–	–	﹤0.01%	685
2023 Q3	$348	Buy	11 +6	+120%	+$233	﹤0.01%	682
2023 Q2	$204	Hold	5	–	–	﹤0.01%	731
2023 Q1	$186	Hold	5	–	–	﹤0.01%	716
2022 Q4	$174	Hold	5	–	–	﹤0.01%	700
2022 Q3	$0	Hold	5	–	–	﹤0.01%	749
2022 Q2	$0	Hold	5	–	–	﹤0.01%	769
2022 Q1	$0	Hold	5	–	–	﹤0.01%	816
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	740
2021 Q3	$1K	Sell	5 -3	-38%	-$454	﹤0.01%	856
2021 Q2	$1K	Buy	+8	New	+$623	﹤0.01%	903

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $7.07B AUM 50.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's NTLA Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Intellia Therapeutics (NTLA) in Q1 2024, closing a stake of 11 shares — an estimated $335 sold.

Institutional & Family Asset Management first reported a position in NTLA in Q2 2021 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 285 funds tracked by Wall St. Rank hold NTLA as of Q1 2024.

Institutional & Family Asset Management reported no remaining Intellia Therapeutics position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 11 Intellia Therapeutics shares in Q1 2024, an estimated $335.
Institutional & Family Asset Management first reported a position in Intellia Therapeutics in Q2 2021 and held it in 11 quarters.
Institutional & Family Asset Management's Intellia Therapeutics position peaked at $1K in Q4 2021.
285 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.