Optimum Investment Advisors’s Intellia Therapeutics NTLA Stock Holding History

Optimum Investment 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
2025 Q3	$864	Buy	+50	New	+$616	﹤0.01%	588
2019 Q4	–	Sell	-300	Closed	-$4K	–	996
2019 Q3	$4K	Sell	300 -1,000	-77%	-$15.9K	﹤0.01%	905
2019 Q2	$21K	Hold	1,300	–	–	0.01%	666
2019 Q1	$22K	Hold	1,300	–	–	0.01%	667
2018 Q4	$18K	Sell	1,300 -500	-28%	-$9.29K	0.01%	669
2018 Q3	$52K	Sell	1,800 -100	-5%	-$2.91K	0.01%	522
2018 Q2	$52K	Hold	1,900	–	–	0.02%	524
2018 Q1	$40K	Buy	+1,900	New	+$46.7K	0.01%	566

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CGH

Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Optimum Investment Advisors's NTLA Position: Q3 2025 in Review

Optimum Investment Advisors opened a new position in Intellia Therapeutics (NTLA) in Q3 2025: 50 shares worth $864. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Optimum Investment Advisors previously reported a position in NTLA as recently as Q3 2019.

Optimum Investment Advisors first reported a position in NTLA in Q1 2018 and has held it in 8 quarters since. The position peaked at $52K in Q3 2018. 283 funds tracked by Wall St. Rank hold NTLA as of Q3 2025.

Optimum Investment Advisors held 50 shares of Intellia Therapeutics worth $864 as of Q3 2025.
Intellia Therapeutics was a new Optimum Investment Advisors position in Q3 2025.
Intellia Therapeutics made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #588 holding.
Optimum Investment Advisors first reported a position in Intellia Therapeutics in Q1 2018 and has held it in 8 quarters since.
Optimum Investment Advisors's Intellia Therapeutics position peaked at $52K in Q3 2018.
283 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.