SW
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SteelPeak Wealth’s Intellia Therapeutics NTLA Stock Holding History

SteelPeak Wealth’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
Q2 		$291K Buy
+17,198
New +$241K 0.01% 538
2026
Q1 		– Sell
-21,006
Closed -$189K – 623
2025
Q4 		$189K Buy
+21,006
New +$289K 0.01% 499
2025
Q1 		– Sell
-16,106
Closed -$188K – 647
2024
Q4 		$188K Sell
16,106
-3,000
-16% -$46.8K 0.01% 492
2024
Q3 		$393K Buy
+19,106
New +$441K 0.02% 352
2024
Q2 		– Sell
-8,309
Closed -$229K – 585
2024
Q1 		$229K Buy
+8,309
New +$231K 0.01% 406
2023
Q4 		– Sell
-8,308
Closed -$263K – 489
2023
Q3 		$263K Sell
8,308
-1,851
-18% -$71.8K 0.02% 349
2023
Q2 		$414K Sell
10,159
-3,467
-25% -$141K 0.02% 269
2023
Q1 		$508K Buy
13,626
+4,511
+49% +$177K 0.03% 240
2022
Q4 		$318K Sell
9,115
-3,997
-30% -$190K 0.02% 300
2022
Q3 		$734K Sell
13,112
-1,605
-11% -$99.6K 0.06% 189
2022
Q2 		$762K Buy
14,717
+362
+3% +$18.4K 0.05% 199
2022
Q1 		$1.04M Buy
14,355
+6,550
+84% +$555K 0.06% 184
2021
Q4 		$923K Sell
7,805
-2,179
-22% -$273K 0.06% 185
2021
Q3 		$1.34M Sell
9,984
-1,537
-13% -$233K 0.09% 136
2021
Q2 		$1.86M Buy
11,521
+1,080
+10% +$84.1K 0.14% 118
2021
Q1 		$838K Buy
10,441
+4,038
+63% +$271K 0.07% 177
2020
Q4 		$348K Buy
+6,403
New +$233K 0.03% 248

Other funds holding NTLA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return