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Western Pacific Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Western Pacific Wealth Management’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
2025
Q2 		– Sell
-500
Closed -$3.56K – 213
2025
Q1 		$3.56K Hold
500
– – ﹤0.01% 180
2024
Q4 		$5.83K Hold
500
– – ﹤0.01% 177
2024
Q3 		$10.3K Buy
+500
New +$11.5K 0.01% 206

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's NTLA Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of Intellia Therapeutics (NTLA) in Q2 2025, closing a stake of 500 shares — an estimated $3.56K sold.

Western Pacific Wealth Management first reported a position in NTLA in Q3 2024 and held it in 3 quarters. The position peaked at $10.3K in Q3 2024. 280 funds tracked by Wall St. Rank hold NTLA as of Q2 2025.

  • Western Pacific Wealth Management reported no remaining Intellia Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 500 Intellia Therapeutics shares in Q2 2025, an estimated $3.56K.
  • Western Pacific Wealth Management first reported a position in Intellia Therapeutics in Q3 2024 and held it in 3 quarters.
  • Western Pacific Wealth Management's Intellia Therapeutics position peaked at $10.3K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.