Steward Partners Investment Advisory’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.09K | Hold |
553
| – | – | ﹤0.01% | 3684 |
|
|
2025
Q4 | $4.97K | Sell |
553
-89
| -14% | -$1.23K | ﹤0.01% | 3694 |
|
|
2025
Q3 | $11.1K | Sell |
642
-125
| -16% | -$1.54K | ﹤0.01% | 3359 |
|
|
2025
Q2 | $7.2K | Buy |
767
+290
| +61% | +$2.38K | ﹤0.01% | 3347 |
|
|
2025
Q1 | $3.39K | Sell |
477
-966
| -67% | -$9.76K | ﹤0.01% | 3499 |
|
|
2024
Q4 | $16.8K | Sell |
1,443
-87
| -6% | -$1.36K | ﹤0.01% | 2877 |
|
|
2024
Q3 | $31.4K | Sell |
1,530
-814
| -35% | -$18.8K | ﹤0.01% | 2457 |
|
|
2024
Q2 | $52.5K | Buy |
2,344
+266
| +13% | +$6.33K | ﹤0.01% | 2081 |
|
|
2024
Q1 | $57.2K | Buy |
2,078
+74
| +4% | +$2.06K | ﹤0.01% | 2039 |
|
|
2023
Q4 | $61.1K | Sell |
2,004
-363
| -15% | -$10.4K | ﹤0.01% | 1895 |
|
|
2023
Q3 | $74.8K | Sell |
2,367
-630
| -21% | -$24.4K | ﹤0.01% | 1716 |
|
|
2023
Q2 | $122K | Buy |
2,997
+311
| +12% | +$12.6K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $100K | Buy |
2,686
+590
| +28% | +$23.1K | ﹤0.01% | 1592 |
|
|
2022
Q4 | $73.1K | Sell |
2,096
-290
| -12% | -$13.8K | ﹤0.01% | 1679 |
|
|
2022
Q3 | $134K | Buy |
2,386
+18
| +0.8% | +$1.12K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $123K | Buy |
2,368
+220
| +10% | +$11.2K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $156K | Buy |
2,148
+405
| +23% | +$34.3K | ﹤0.01% | 1389 |
|
|
2021
Q4 | $206K | Sell |
1,743
-29
| -2% | -$3.63K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $238K | Sell |
1,772
-62
| -3% | -$9.39K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $297K | Buy |
1,834
+406
| +28% | +$31.6K | 0.01% | 1193 |
|
|
2021
Q1 | $115K | Buy |
1,428
+1,131
| +381% | +$75.9K | ﹤0.01% | 1551 |
|
|
2020
Q4 | $16K | Buy |
+297
| New | +$10.8K | ﹤0.01% | 2137 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$4K | – | 2718 |
|
|
2020
Q1 | $4K | Sell |
400
-500
| -56% | -$6.74K | ﹤0.01% | 2153 |
|
|
2019
Q4 | $13K | Hold |
900
| – | – | ﹤0.01% | 1921 |
|
|
2019
Q3 | $12K | Buy |
900
+500
| +125% | +$7.97K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $6K | Buy |
+400
| New | +$6.29K | ﹤0.01% | 2164 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$11K | – | 1675 |
|
|
2018
Q3 | $11K | Buy |
+400
| New | +$11.6K | ﹤0.01% | 1842 |
|
Other funds holding NTLA
AIM
VPM
VCM
RP
