Lee Financial’s Intellia Therapeutics NTLA Stock Holding History

Lee Financial’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	-137	Closed	-$4.18K	–	598
2023 Q4	$4.18K	Hold	137	–	–	﹤0.01%	586
2023 Q3	$4.33K	Hold	137	–	–	﹤0.01%	546
2023 Q2	$5.59K	Hold	137	–	–	﹤0.01%	488
2023 Q1	$5.11K	Hold	137	–	–	﹤0.01%	527
2022 Q4	$4.78K	Hold	137	–	–	﹤0.01%	555
2022 Q3	$8K	Hold	137	–	–	﹤0.01%	476
2022 Q2	$7K	Hold	137	–	–	﹤0.01%	508
2022 Q1	$10K	Hold	137	–	–	﹤0.01%	435
2021 Q4	$16K	Hold	137	–	–	﹤0.01%	410
2021 Q3	$18K	Hold	137	–	–	﹤0.01%	346
2021 Q2	$22K	Hold	137	–	–	﹤0.01%	313
2021 Q1	$11K	Hold	137	–	–	﹤0.01%	378
2020 Q4	$7K	Hold	137	–	–	﹤0.01%	408
2020 Q3	$3K	Hold	137	–	–	﹤0.01%	491
2020 Q2	$3K	Hold	137	–	–	﹤0.01%	465
2020 Q1	$2K	Hold	137	–	–	﹤0.01%	441
2019 Q4	$2K	Hold	137	–	–	﹤0.01%	470
2019 Q3	$2K	Hold	137	–	–	﹤0.01%	486
2019 Q2	$2K	Hold	137	–	–	﹤0.01%	492
2019 Q1	$2K	Hold	137	–	–	﹤0.01%	484
2018 Q4	$2K	Hold	137	–	–	﹤0.01%	414
2018 Q3	$4K	Hold	137	–	–	﹤0.01%	422
2018 Q2	$4K	Buy	+137	New	+$3.32K	﹤0.01%	655

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 $154B AUM 29.96% 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

Lee Financial's NTLA Position: Q1 2024 in Review

Lee Financial sold out of Intellia Therapeutics (NTLA) in Q1 2024, closing a stake of 137 shares — an estimated $4.18K sold.

Lee Financial first reported a position in NTLA in Q2 2018 and held it in 23 quarters. The position peaked at $22K in Q2 2021. 284 funds tracked by Wall St. Rank hold NTLA as of Q1 2024.

Lee Financial reported no remaining Intellia Therapeutics position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 137 Intellia Therapeutics shares in Q1 2024, an estimated $4.18K.
Lee Financial first reported a position in Intellia Therapeutics in Q2 2018 and held it in 23 quarters.
Lee Financial's Intellia Therapeutics position peaked at $22K in Q2 2021.
284 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.