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Key Financial Inc’s Intellia Therapeutics NTLA Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-15
Closed -$474 – 1348
2023
Q3 		$474 Hold
15
– – ﹤0.01% 1253
2023
Q2 		$612 Hold
15
– – ﹤0.01% 1284
2023
Q1 		$559 Hold
15
– – ﹤0.01% 1082
2022
Q4 		$839 Hold
15
– – ﹤0.01% 1054
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1057
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1038
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1022
2021
Q4 		$2K Hold
15
– – ﹤0.01% 834
2021
Q3 		$2K Hold
15
– – ﹤0.01% 815
2021
Q2 		$2K Hold
15
– – ﹤0.01% 778
2021
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 737

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Key Financial Inc's NTLA Position: Q4 2023 in Review

Key Financial Inc sold out of Intellia Therapeutics (NTLA) in Q4 2023, closing a stake of 15 shares — an estimated $474 sold.

Key Financial Inc first reported a position in NTLA in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 292 funds tracked by Wall St. Rank hold NTLA as of Q4 2023.

  • Key Financial Inc reported no remaining Intellia Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 15 Intellia Therapeutics shares in Q4 2023, an estimated $474.
  • Key Financial Inc first reported a position in Intellia Therapeutics in Q1 2021 and held it in 11 quarters.
  • Key Financial Inc's Intellia Therapeutics position peaked at $2K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.