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Robertson Stephens Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Robertson Stephens Wealth Management’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
2022
Q1 		– Sell
-2,000
Closed -$236K – 400
2021
Q4 		$236K Hold
2,000
– – 0.02% 360
2021
Q3 		$268K Hold
2,000
– – 0.03% 266
2021
Q2 		$323K Buy
+2,000
New +$156K 0.04% 257

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Robertson Stephens Wealth Management's NTLA Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2022, closing a stake of 2,000 shares — an estimated $236K sold.

Robertson Stephens Wealth Management first reported a position in NTLA in Q2 2021 and held it in 3 quarters. The position peaked at $323K in Q2 2021. 348 funds tracked by Wall St. Rank hold NTLA as of Q1 2022.

  • Robertson Stephens Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,000 Intellia Therapeutics shares in Q1 2022, an estimated $236K.
  • Robertson Stephens Wealth Management first reported a position in Intellia Therapeutics in Q2 2021 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Intellia Therapeutics position peaked at $323K in Q2 2021.
  • 348 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.