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JFS Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

JFS Wealth Advisors’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
Q4 		– Sell
-2
Closed -$42 – 1978
2024
Q3 		$42 Sell
2
-9
-82% -$208 ﹤0.01% 1937
2024
Q2 		$247 Hold
11
– – ﹤0.01% 1881
2024
Q1 		$303 Hold
11
– – ﹤0.01% 1859
2023
Q4 		$336 Buy
+11
New +$316 ﹤0.01% 1850
2022
Q1 		– Sell
-2
Closed – – 1916
2021
Q4 		$0 Buy
+2
New +$251 ﹤0.01% 1828
2020
Q4 		– Sell
-180
Closed -$4K – 612
2020
Q3 		$4K Hold
180
– – ﹤0.01% 464
2020
Q2 		$4K Buy
+180
New +$3.06K ﹤0.01% 446

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's NTLA Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q4 2024, closing a stake of 2 shares — an estimated $42 sold.

JFS Wealth Advisors first reported a position in NTLA in Q2 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2020. 293 funds tracked by Wall St. Rank hold NTLA as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Intellia Therapeutics position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Intellia Therapeutics shares in Q4 2024, an estimated $42.
  • JFS Wealth Advisors first reported a position in Intellia Therapeutics in Q2 2020 and held it in 7 quarters.
  • JFS Wealth Advisors's Intellia Therapeutics position peaked at $4K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.