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JP Morgan Private Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

JP Morgan Private 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
2023
Q2 		– Sell
-6,235
Closed -$232K – 1769
2023
Q1 		$232K Buy
+6,235
New +$245K ﹤0.01% 1769
2022
Q4 		– Sell
-4,712
Closed -$264K – 1977
2022
Q3 		$264K Sell
4,712
-764
-14% -$47.4K ﹤0.01% 1709
2022
Q2 		$283K Buy
+5,476
New +$278K ﹤0.01% 1683

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NTLA Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q2 2023, closing a stake of 6,235 shares — an estimated $232K sold.

JP Morgan Private Wealth Advisors first reported a position in NTLA in Q2 2022 and held it in 3 quarters. The position peaked at $283K in Q2 2022. 291 funds tracked by Wall St. Rank hold NTLA as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Intellia Therapeutics position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,235 Intellia Therapeutics shares in Q2 2023, an estimated $232K.
  • JP Morgan Private Wealth Advisors first reported a position in Intellia Therapeutics in Q2 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Intellia Therapeutics position peaked at $283K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.