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Values First Advisors’s Intellia Therapeutics NTLA Stock Holding History

Values First 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
2024
Q4 		– Sell
-2,617
Closed -$53.8K – 268
2024
Q3 		$53.8K Buy
+2,617
New +$60.3K 0.03% 233
2023
Q2 		– Sell
-1,701
Closed -$63.4K – 277
2023
Q1 		$63.4K Buy
+1,701
New +$66.7K 0.04% 180

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's NTLA Position: Q4 2024 in Review

Values First Advisors sold out of Intellia Therapeutics (NTLA) in Q4 2024, closing a stake of 2,617 shares — an estimated $53.8K sold.

Values First Advisors first reported a position in NTLA in Q1 2023 and held it in 2 quarters. The position peaked at $63.4K in Q1 2023. 293 funds tracked by Wall St. Rank hold NTLA as of Q4 2024.

  • Values First Advisors reported no remaining Intellia Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 2,617 Intellia Therapeutics shares in Q4 2024, an estimated $53.8K.
  • Values First Advisors first reported a position in Intellia Therapeutics in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's Intellia Therapeutics position peaked at $63.4K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.