SWM
NTLA icon

Selective Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Selective 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
2021
Q1 		– Sell
-100
Closed -$5K – 417
2020
Q4 		$5K Hold
100
– – ﹤0.01% 292
2020
Q3 		$2K Hold
100
– – ﹤0.01% 286
2020
Q2 		$2K Hold
100
– – ﹤0.01% 384
2020
Q1 		$1K Hold
100
– – ﹤0.01% 316
2019
Q4 		$1K Hold
100
– – ﹤0.01% 315
2019
Q3 		$1K Buy
+100
New +$1.59K ﹤0.01% 324

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's NTLA Position: Q1 2021 in Review

Selective Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in NTLA in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q4 2020. 260 funds tracked by Wall St. Rank hold NTLA as of Q1 2021.

  • Selective Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Selective Wealth Management sold 100 Intellia Therapeutics shares in Q1 2021, an estimated $5K.
  • Selective Wealth Management first reported a position in Intellia Therapeutics in Q3 2019 and held it in 6 quarters.
  • Selective Wealth Management's Intellia Therapeutics position peaked at $5K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.