LM Advisors’s Intellia Therapeutics NTLA Stock Holding History

LM 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 Q1	–	Sell	-8	Closed	-$229	–	555
2023 Q4	$229	Buy	+8	New	+$230	﹤0.01%	719

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

LM Advisors's NTLA Position: Q1 2024 in Review

LM Advisors sold out of Intellia Therapeutics (NTLA) in Q1 2024, closing a stake of 8 shares — an estimated $229 sold.

LM Advisors first reported a position in NTLA in Q4 2023 and held it in 1 quarter. The position peaked at $229 in Q4 2023. 284 funds tracked by Wall St. Rank hold NTLA as of Q1 2024.

LM Advisors reported no remaining Intellia Therapeutics position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 8 Intellia Therapeutics shares in Q1 2024, an estimated $229.
LM Advisors first reported a position in Intellia Therapeutics in Q4 2023 and held it in 1 quarter.
LM Advisors's Intellia Therapeutics position peaked at $229 in Q4 2023.
284 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.