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Wealthspire Advisors (Maryland)’s Intellia Therapeutics NTLA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-6,740
Closed -$115K – 1482
2019
Q1 		$115K Buy
6,740
+4,320
+179% +$64.4K 0.01% 592
2018
Q4 		$33K Hold
2,420
– – ﹤0.01% 1014
2018
Q3 		$69K Hold
2,420
– – 0.01% 842
2018
Q2 		$66K Hold
2,420
– – 0.01% 877
2018
Q1 		$51K Buy
+2,420
New +$59.5K ﹤0.01% 976

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NTLA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Intellia Therapeutics (NTLA) in Q2 2019, closing a stake of 6,740 shares — an estimated $115K sold.

Wealthspire Advisors (Maryland) first reported a position in NTLA in Q1 2018 and held it in 5 quarters. The position peaked at $115K in Q1 2019. 144 funds tracked by Wall St. Rank hold NTLA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Intellia Therapeutics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,740 Intellia Therapeutics shares in Q2 2019, an estimated $115K.
  • Wealthspire Advisors (Maryland) first reported a position in Intellia Therapeutics in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Intellia Therapeutics position peaked at $115K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.