Toth Financial Advisory’s Intellia Therapeutics NTLA Stock Holding History

Toth Financial Advisory’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	-50	Closed	-$1.86K	–	856
2023 Q1	$1.86K	Buy	+50	New	+$1.96K	﹤0.01%	668
2020 Q4	–	Sell	-100	Closed	-$2K	–	618
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	489
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	477
2020 Q1	$1K	Buy	+100	New	+$1.35K	﹤0.01%	428
2019 Q4	–	Sell	-140	Closed	-$2K	–	512
2019 Q3	$2K	Hold	140	–	–	﹤0.01%	414
2019 Q2	$2K	Buy	+140	New	+$2.2K	﹤0.01%	419

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

Toth Financial Advisory's NTLA Position: Q2 2023 in Review

Toth Financial Advisory sold out of Intellia Therapeutics (NTLA) in Q2 2023, closing a stake of 50 shares — an estimated $1.86K sold.

Toth Financial Advisory first reported a position in NTLA in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2020. 290 funds tracked by Wall St. Rank hold NTLA as of Q2 2023.

Toth Financial Advisory reported no remaining Intellia Therapeutics position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 50 Intellia Therapeutics shares in Q2 2023, an estimated $1.86K.
Toth Financial Advisory first reported a position in Intellia Therapeutics in Q2 2019 and held it in 6 quarters.
Toth Financial Advisory's Intellia Therapeutics position peaked at $2K in Q3 2020.
290 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.