Wealthcare Advisory Partners’s Intellia Therapeutics NTLA Stock Holding History

Wealthcare Advisory Partners’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
2022 Q2	–	Sell	-3,353	Closed	-$244K	–	602
2022 Q1	$244K	Buy	3,353 +2	+0.1%	+$169	0.01%	473
2021 Q4	$396K	Sell	3,351 -249	-7%	-$31.2K	0.02%	370
2021 Q3	$483K	Sell	3,600 -670	-16%	-$101K	0.03%	322
2021 Q2	$691K	Buy	4,270 +1,600	+60%	+$125K	0.05%	252
2021 Q1	$214K	Buy	+2,670	New	+$179K	0.02%	470
2020 Q2	–	Sell	-2,970	Closed	-$36K	–	1017
2020 Q1	$36K	Buy	2,970 +420	+16%	+$5.66K	0.01%	578
2019 Q4	$37K	Buy	+2,550	New	+$35.5K	﹤0.01%	618
2018 Q3	–	Sell	-5,755	Closed	-$157K	–	1281
2018 Q2	$157K	Buy	5,755 +3,250	+130%	+$78.7K	0.03%	254
2018 Q1	$53K	Buy	+2,505	New	+$61.6K	0.01%	388

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthcare Advisory Partners's NTLA Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of Intellia Therapeutics (NTLA) in Q2 2022, closing a stake of 3,353 shares — an estimated $244K sold.

Wealthcare Advisory Partners first reported a position in NTLA in Q1 2018 and held it in 9 quarters. The position peaked at $691K in Q2 2021. 299 funds tracked by Wall St. Rank hold NTLA as of Q2 2022.

Wealthcare Advisory Partners reported no remaining Intellia Therapeutics position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,353 Intellia Therapeutics shares in Q2 2022, an estimated $244K.
Wealthcare Advisory Partners first reported a position in Intellia Therapeutics in Q1 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Intellia Therapeutics position peaked at $691K in Q2 2021.
299 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.