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AE Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

AE Wealth Management’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,907
Closed -$726K – 1317
2023
Q4 		$726K Buy
11,907
+6,540
+122% +$362K ﹤0.01% 1275
2023
Q3 		$244K Sell
5,367
-1,784
-25% -$92.1K ﹤0.01% 1699
2023
Q2 		$401K Buy
7,151
+2,582
+57% +$147K ﹤0.01% 1493
2023
Q1 		$207K Buy
+4,569
New +$222K ﹤0.01% 1727
2022
Q4 		– Sell
-4,810
Closed -$314K – 1827
2022
Q3 		$314K Sell
4,810
-537
-10% -$38.9K ﹤0.01% 1460
2022
Q2 		$325K Buy
5,347
+1,205
+29% +$70.8K ﹤0.01% 1408
2022
Q1 		$260K Sell
4,142
-1,323
-24% -$83.1K ﹤0.01% 1487
2021
Q4 		$414K Sell
5,465
-1,444
-21% -$126K ﹤0.01% 1332
2021
Q3 		$773K Buy
6,909
+1,943
+39% +$244K 0.01% 963
2021
Q2 		$804K Buy
4,966
+76
+2% +$9.24K 0.01% 914
2021
Q1 		$596K Sell
4,890
-9,772
-67% -$1.48M 0.01% 949
2020
Q4 		$2.25M Buy
14,662
+3,442
+31% +$407K 0.03% 465
2020
Q3 		$938K Buy
+11,220
New +$995K 0.01% 656
2020
Q2 		– Sell
-5,015
Closed -$213K – 1272
2020
Q1 		$213K Buy
+5,015
New +$259K ﹤0.01% 988

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AE Wealth Management's CRSP Position: Q1 2024 in Review

AE Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 11,907 shares — an estimated $726K sold.

AE Wealth Management first reported a position in CRSP in Q1 2020 and held it in 14 quarters. The position peaked at $2.25M in Q4 2020. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

  • AE Wealth Management reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 11,907 CRISPR Therapeutics shares in Q1 2024, an estimated $726K.
  • AE Wealth Management first reported a position in CRISPR Therapeutics in Q1 2020 and held it in 14 quarters.
  • AE Wealth Management's CRISPR Therapeutics position peaked at $2.25M in Q4 2020.
  • 484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.