Kelly Financial Services’s Intellia Therapeutics NTLA Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-2,300	Closed	-$51.5K	–	532
2024 Q2	$51.5K	Hold	2,300	–	–	0.02%	222
2024 Q1	$63.3K	Hold	2,300	–	–	0.02%	192
2023 Q4	$70.1K	Hold	2,300	–	–	0.03%	168
2023 Q3	$72.7K	Hold	2,300	–	–	0.03%	148
2023 Q2	$93.8K	Hold	2,300	–	–	0.04%	127
2023 Q1	$85.7K	Hold	2,300	–	–	0.04%	132
2022 Q4	$80.2K	Hold	2,300	–	–	0.04%	134
2022 Q3	$129K	Hold	2,300	–	–	0.08%	95
2022 Q2	$119K	Hold	2,300	–	–	0.06%	105
2022 Q1	$167K	Hold	2,300	–	–	0.08%	89
2021 Q4	$272K	Hold	2,300	–	–	0.12%	62
2021 Q3	$309K	Sell	2,300 -370,093	-99%	-$56M	0.17%	49
2021 Q2	$2.3M	Buy	372,393 +370,093	+16,091%	+$28.8M	0.09%	69
2021 Q1	$185K	Hold	2,300	–	–	0.11%	51
2020 Q4	$125K	Hold	2,300	–	–	0.09%	57
2020 Q3	$45.7K	Hold	2,300	–	–	0.03%	105
2020 Q2	$48.3K	Hold	2,300	–	–	0.04%	92
2020 Q1	$28.1K	Hold	2,300	–	–	0.03%	114
2019 Q4	$33.7K	Hold	2,300	–	–	0.03%	114
2019 Q3	$30.7K	Hold	2,300	–	–	0.03%	118
2019 Q2	$37.7K	Hold	2,300	–	–	0.03%	97
2019 Q1	$39.3K	Buy	+2,300	New	+$34.3K	0.04%	90

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelly Financial Services's NTLA Position: Q3 2024 in Review

Kelly Financial Services sold out of Intellia Therapeutics (NTLA) in Q3 2024, closing a stake of 2,300 shares — an estimated $51.5K sold.

Kelly Financial Services first reported a position in NTLA in Q1 2019 and held it in 22 quarters. The position peaked at $2.3M in Q2 2021. 283 funds tracked by Wall St. Rank hold NTLA as of Q3 2024.

Kelly Financial Services reported no remaining Intellia Therapeutics position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 2,300 Intellia Therapeutics shares in Q3 2024, an estimated $51.5K.
Kelly Financial Services first reported a position in Intellia Therapeutics in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Intellia Therapeutics position peaked at $2.3M in Q2 2021.
283 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.