TCI Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

TCI 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
2023 Q2	–	Sell	-191	Closed	-$7.12K	–	1524
2023 Q1	$7.12K	Buy	+191	New	+$7.49K	﹤0.01%	1293
2022 Q4	–	Sell	-132	Closed	-$7K	–	2602
2022 Q3	$7K	Sell	132 -8	-6%	-$496	﹤0.01%	1273
2022 Q2	$7K	Buy	140 +46	+49%	+$2.34K	﹤0.01%	1262
2022 Q1	$7K	Sell	94 -38	-29%	-$3.22K	﹤0.01%	1337
2021 Q4	$16K	Hold	132	–	–	﹤0.01%	828
2021 Q3	$18K	Sell	132 -2	-1%	-$303	﹤0.01%	733
2021 Q2	$22K	Buy	134 +52	+63%	+$4.05K	﹤0.01%	591
2021 Q1	$7K	Buy	82 +62	+310%	+$4.16K	﹤0.01%	1070
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	1417
2020 Q3	$0	Sell	20 -10	-33%	-$209	﹤0.01%	1614
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	1297
2020 Q1	$0	Buy	+30	New	+$404	﹤0.01%	1667

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

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TCI Wealth Advisors's NTLA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Intellia Therapeutics (NTLA) in Q2 2023, closing a stake of 191 shares — an estimated $7.12K sold.

TCI Wealth Advisors first reported a position in NTLA in Q1 2020 and held it in 12 quarters. The position peaked at $22K in Q2 2021. 290 funds tracked by Wall St. Rank hold NTLA as of Q2 2023.

TCI Wealth Advisors reported no remaining Intellia Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 191 Intellia Therapeutics shares in Q2 2023, an estimated $7.12K.
TCI Wealth Advisors first reported a position in Intellia Therapeutics in Q1 2020 and held it in 12 quarters.
TCI Wealth Advisors's Intellia Therapeutics position peaked at $22K in Q2 2021.
290 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.