Ropes Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

Ropes Wealth 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
2022 Q1	–	Sell	-2,350	Closed	-$278K	–	303
2021 Q4	$278K	Hold	2,350	–	–	0.05%	229
2021 Q3	$315K	Hold	2,350	–	–	0.05%	223
2021 Q2	$380K	Buy	+2,350	New	+$183K	0.06%	200
2021 Q1	–	Sell	-2,350	Closed	-$128K	–	598
2020 Q4	$128K	Buy	2,350 +2,000	+571%	+$72.6K	0.02%	281
2020 Q3	$7K	Hold	350	–	–	﹤0.01%	544
2020 Q2	$7K	Hold	350	–	–	﹤0.01%	473
2020 Q1	$4K	Hold	350	–	–	﹤0.01%	468
2019 Q4	$5K	Hold	350	–	–	﹤0.01%	500
2019 Q3	$5K	Sell	350 -1,000	-74%	-$15.9K	﹤0.01%	514
2019 Q2	$22K	Buy	1,350 +1,000	+286%	+$15.7K	﹤0.01%	422
2019 Q1	$6K	Buy	+350	New	+$5.22K	﹤0.01%	474

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ropes Wealth Advisors's NTLA Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q1 2022, closing a stake of 2,350 shares — an estimated $278K sold.

Ropes Wealth Advisors first reported a position in NTLA in Q1 2019 and held it in 11 quarters. The position peaked at $380K in Q2 2021. 348 funds tracked by Wall St. Rank hold NTLA as of Q1 2022.

Ropes Wealth Advisors reported no remaining Intellia Therapeutics position as of Q1 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 2,350 Intellia Therapeutics shares in Q1 2022, an estimated $278K.
Ropes Wealth Advisors first reported a position in Intellia Therapeutics in Q1 2019 and held it in 11 quarters.
Ropes Wealth Advisors's Intellia Therapeutics position peaked at $380K in Q2 2021.
348 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.