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Sowell Financial Services’s Intellia Therapeutics NTLA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-226
Closed -$15K – 1978
2021
Q1 		$15K Sell
226
-318
-58% -$21.3K ﹤0.01% 2156
2020
Q4 		$30K Buy
544
+324
+147% +$11.8K ﹤0.01% 1582
2020
Q3 		$4K Buy
+220
New +$4.59K ﹤0.01% 2066

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Sowell Financial Services's NTLA Position: Q2 2021 in Review

Sowell Financial Services sold out of Intellia Therapeutics (NTLA) in Q2 2021, closing a stake of 226 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in NTLA in Q3 2020 and held it in 3 quarters. The position peaked at $30K in Q4 2020. 337 funds tracked by Wall St. Rank hold NTLA as of Q2 2021.

  • Sowell Financial Services reported no remaining Intellia Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 226 Intellia Therapeutics shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in Intellia Therapeutics in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Intellia Therapeutics position peaked at $30K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.