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Montag & Associates’s Intellia Therapeutics NTLA Stock Holding History

Montag & Associates’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
Q4 		– Sell
-300
Closed -$6.17K – 1026
2024
Q3 		$6.17K Hold
300
– – ﹤0.01% 856
2024
Q2 		$6.71K Hold
300
– – ﹤0.01% 805
2024
Q1 		$8.25K Hold
300
– – ﹤0.01% 778
2023
Q4 		$9.15K Buy
+300
New +$8.62K ﹤0.01% 781

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's NTLA Position: Q4 2024 in Review

Montag & Associates sold out of Intellia Therapeutics (NTLA) in Q4 2024, closing a stake of 300 shares — an estimated $6.17K sold.

Montag & Associates first reported a position in NTLA in Q4 2023 and held it in 4 quarters. The position peaked at $9.15K in Q4 2023. 293 funds tracked by Wall St. Rank hold NTLA as of Q4 2024.

  • Montag & Associates reported no remaining Intellia Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 300 Intellia Therapeutics shares in Q4 2024, an estimated $6.17K.
  • Montag & Associates first reported a position in Intellia Therapeutics in Q4 2023 and held it in 4 quarters.
  • Montag & Associates's Intellia Therapeutics position peaked at $9.15K in Q4 2023.
  • 293 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.