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Private Wealth Management Group’s Intellia Therapeutics NTLA Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$3.32K Hold
259
– – ﹤0.01% 910
2025
Q4 		$2.33K Hold
259
– – ﹤0.01% 1035
2025
Q3 		$4.47K Hold
259
– – ﹤0.01% 829
2025
Q2 		$2.43K Buy
+259
New +$2.13K ﹤0.01% 1025
2025
Q1 		– Sell
-132
Closed -$1.54K – 1557
2024
Q4 		$1.54K Sell
132
-22
-14% -$343 ﹤0.01% 1189
2024
Q3 		$3.17K Hold
154
– – ﹤0.01% 898
2024
Q2 		$3.45K Buy
154
+88
+133% +$2.1K ﹤0.01% 861
2024
Q1 		$1.82K Buy
66
+20
+43% +$556 ﹤0.01% 1017
2023
Q4 		$1.4K Buy
+46
New +$1.32K ﹤0.01% 1138

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State Street
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VPM
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return